Ativo Capital Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $483K | Hold |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $447K | Hold |
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|
2022
Q1 | $530K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.24M | Sell |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.38M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.46M | Sell |
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|
2016
Q4 | $1.91M | Sell |
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|
2016
Q3 | $2.14M | Sell |
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|
2016
Q2 | $1.86M | Sell |
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|
2016
Q1 | $2.08M | Buy |
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