Corient Private Wealth’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
31,566
+10,642
| +51% | +$240K | ﹤0.01% | 1599 |
|
|
2025
Q1 | $437K | Sell |
20,924
-1,496
| -7% | -$31.3K | ﹤0.01% | 1656 |
|
|
2024
Q4 | $476K | Sell |
22,420
-10,455
| -32% | -$222K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $763K | Buy |
32,875
+9,800
| +42% | +$227K | ﹤0.01% | 1504 |
|
|
2024
Q2 | $514K | Buy |
23,075
+2,230
| +11% | +$49.6K | ﹤0.01% | 1618 |
|
|
2024
Q1 | $459K | Buy |
20,845
+210
| +1% | +$4.63K | ﹤0.01% | 1672 |
|
|
2023
Q4 | $385K | Sell |
20,635
-285
| -1% | -$5.32K | ﹤0.01% | 1743 |
|
|
2023
Q3 | $393K | Buy |
20,920
+3,775
| +22% | +$70.9K | ﹤0.01% | 1616 |
|
|
2023
Q2 | $313K | Buy |
17,145
+20
| +0.1% | +$365 | ﹤0.01% | 1667 |
|
|
2023
Q1 | $281K | Buy |
+17,125
| New | +$281K | ﹤0.01% | 1633 |
|