Allworth Financial’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Hold |
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|
2025
Q1 | $12.5K | Sell |
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|
2024
Q4 | $15K | Buy |
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|
2024
Q3 | $13.8K | Sell |
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|
2024
Q2 | $15.4K | Buy |
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|
2024
Q1 | $4.3K | Sell |
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|
2023
Q4 | $3.74K | Buy |
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|
2023
Q3 | $2.07K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Buy |
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