Checchi Capital Advisers’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 | $272K | Sell |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $205K | Buy |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $226K | Buy |
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|
2017
Q2 | $203K | Sell |
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|
2017
Q1 | $202K | Sell |
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|
2016
Q4 | $213K | Sell |
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|
2016
Q3 | $210K | Buy |
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|
2016
Q2 | $174K | Sell |
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|
2016
Q1 | $195K | Buy |
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