Blue Trust Inc’s ORIX IX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.5K | Buy |
1,265
+180
| +17% | +$4.05K | ﹤0.01% | 1592 |
|
2025
Q1 | $22.7K | Sell |
1,085
-10
| -0.9% | -$209 | ﹤0.01% | 1612 |
|
2024
Q4 | $23.3K | Sell |
1,095
-21,900
| -95% | -$465K | ﹤0.01% | 1564 |
|
2024
Q3 | $512K | Buy |
22,995
+14,980
| +187% | +$333K | 0.01% | 459 |
|
2024
Q2 | $177K | Buy |
8,015
+6,925
| +635% | +$153K | ﹤0.01% | 757 |
|
2024
Q1 | $24K | Sell |
1,090
-1,975
| -64% | -$43.5K | ﹤0.01% | 1161 |
|
2023
Q4 | $57K | Buy |
3,065
+1,590
| +108% | +$29.6K | ﹤0.01% | 878 |
|
2023
Q3 | $27K | Buy |
1,475
+465
| +46% | +$8.51K | ﹤0.01% | 1073 |
|
2023
Q2 | $16K | Sell |
1,010
-1,970
| -66% | -$31.2K | ﹤0.01% | 1132 |
|
2023
Q1 | $48K | Buy |
2,980
+1,605
| +117% | +$25.9K | ﹤0.01% | 1053 |
|
2022
Q4 | $19K | Sell |
1,375
-175
| -11% | -$2.42K | ﹤0.01% | 1310 |
|
2022
Q3 | $26K | Buy |
1,550
+950
| +158% | +$15.9K | ﹤0.01% | 983 |
|
2022
Q2 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 1141 |
|