Bell Investment Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15K | Sell |
140
-49
| -26% | -$1.1K | ﹤0.01% | 1179 |
|
|
2025
Q1 | $3.95K | Buy |
189
+49
| +35% | +$1.02K | ﹤0.01% | 1021 |
|
|
2024
Q4 | $2.98K | Sell |
140
-25
| -15% | -$531 | ﹤0.01% | 1174 |
|
|
2024
Q3 | $3.83K | Hold |
165
| – | – | ﹤0.01% | 1075 |
|
|
2024
Q2 | $3.67K | Buy |
165
+25
| +18% | +$557 | ﹤0.01% | 1078 |
|
|
2024
Q1 | $3.09K | Hold |
140
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q4 | $2.62K | Sell |
140
-35
| -20% | -$654 | ﹤0.01% | 1213 |
|
|
2023
Q3 | $3.29K | Buy |
175
+30
| +21% | +$563 | ﹤0.01% | 1027 |
|
|
2023
Q2 | $2.65K | Hold |
145
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q1 | $2.38K | Sell |
145
-25
| -15% | -$411 | ﹤0.01% | 1165 |
|
|
2022
Q4 | $2.74K | Sell |
170
-70
| -29% | -$1.13K | ﹤0.01% | 1113 |
|
|
2022
Q3 | $3K | Sell |
240
-35
| -13% | -$438 | ﹤0.01% | 924 |
|
|
2022
Q2 | $5K | Buy |
+275
| New | +$5K | ﹤0.01% | 705 |
|
|
2021
Q4 | $6K | Sell |
280
-260
| -48% | -$5.57K | ﹤0.01% | 690 |
|
|
2021
Q3 | $10K | Buy |
+540
| New | +$10K | ﹤0.01% | 456 |
|