Creative Planning’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $784K | Buy |
|
|||||
|
2025
Q2 | $604K | Buy |
|
|||||
|
2025
Q1 | $502K | Sell |
|
|||||
|
2024
Q4 | $523K | Buy |
|
|||||
|
2024
Q3 | $543K | Buy |
|
|||||
|
2024
Q2 | $488K | Buy |
|
|||||
|
2024
Q1 | $480K | Buy |
|
|||||
|
2023
Q4 | $392K | Sell |
|
|||||
|
2023
Q3 | $395K | Sell |
|
|||||
|
2023
Q2 | $389K | Buy |
|
|||||
|
2023
Q1 | $271K | Sell |
|
|||||
|
2022
Q4 | $364K | Sell |
|
|||||
|
2022
Q3 | $324K | Buy |
|
|||||
|
2022
Q2 | $367K | Buy |
|
|||||
|
2022
Q1 | $322K | Buy |
|
|||||
|
2021
Q4 | $317K | Sell |
|
|||||
|
2021
Q3 | $299K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $261K | Buy |
|
|||||
|
2020
Q4 | $216K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $47K | Buy |
|
|||||
|
2017
Q1 | $30K | Sell |
|
|||||
|
2016
Q4 | $40K | Buy |
|
|||||
|
2016
Q3 | $23K | Buy |
|
|||||
|
2016
Q2 | $2K | Hold |
|
|||||
|
2016
Q1 | $2K | Hold |
|
|||||
|
2015
Q4 | $2K | Hold |
|
|||||
|
2015
Q3 | $2K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $2K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $3K | Hold |
|
|||||
|
2013
Q2 | $3K | Buy |
|