Callan Capital’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.45M | Buy |
69,576
+11,286
| +19% | +$236K | 0.11% | 93 |
|
|
2024
Q4 | $1.24M | Sell |
58,290
-11,490
| -16% | -$244K | 0.09% | 92 |
|
|
2024
Q3 | $1.62M | Buy |
69,780
+22,505
| +48% | +$522K | 0.11% | 88 |
|
|
2024
Q2 | $1.05M | Buy |
47,275
+9,060
| +24% | +$202K | 0.09% | 105 |
|
|
2024
Q1 | $842K | Buy |
+38,215
| New | +$842K | 0.07% | 108 |
|