Brinker Capital Investments’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 | $1.27M | Buy |
|
|||||
|
2025
Q1 | $891K | Sell |
|
|||||
|
2024
Q4 | $1.21M | Buy |
|
|||||
|
2024
Q3 | $950K | Buy |
|
|||||
|
2024
Q2 | $896K | Sell |
|
|||||
|
2024
Q1 | $925K | Sell |
|
|||||
|
2023
Q4 | $820K | Sell |
|
|||||
|
2023
Q3 | $803K | Sell |
|
|||||
|
2023
Q2 | $800K | Sell |
|
|||||
|
2023
Q1 | $746K | Buy |
|
|||||
|
2022
Q4 | $693K | Buy |
|
|||||
|
2022
Q3 | $535K | Buy |
|
|||||
|
2022
Q2 | $604K | Buy |
|
|||||
|
2022
Q1 | $610K | Buy |
|
|||||
|
2021
Q4 | $611K | Buy |
|
|||||
|
2021
Q3 | $502K | Hold |
|
|||||
|
2021
Q2 | $502K | Buy |
|