Capital Analysts LLC’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
750
-125
| -14% | -$2.83K | ﹤0.01% | 1054 |
|
|
2025
Q1 | $18K | Hold |
875
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q4 | $19K | Hold |
875
| – | – | ﹤0.01% | 956 |
|
|
2024
Q3 | $20K | Buy |
+875
| New | +$20K | ﹤0.01% | 907 |
|
|
2017
Q1 | – | Sell |
-770
| Closed | -$12K | – | 352 |
|
|
2016
Q4 | $12K | Buy |
+770
| New | +$12K | ﹤0.01% | 333 |
|