CAPTRUST Financial Advisors’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 | $251K | Sell |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $37K | Sell |
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|
2021
Q2 | $46K | Buy |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $16K | Buy |
|