EverSource Wealth Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
6,364
+5,470
| +612% | +$123K | 0.01% | 1015 |
|
|
2025
Q1 | $18.7K | Sell |
894
-96
| -10% | -$2.01K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $21K | Sell |
990
-2,045
| -67% | -$43.4K | ﹤0.01% | 1596 |
|
|
2024
Q3 | $70.4K | Buy |
3,035
+495
| +19% | +$11.5K | ﹤0.01% | 919 |
|
|
2024
Q2 | $61.4K | Buy |
2,540
+275
| +12% | +$6.65K | ﹤0.01% | 996 |
|
|
2024
Q1 | $46.5K | Buy |
2,265
+700
| +45% | +$14.4K | ﹤0.01% | 1014 |
|
|
2023
Q4 | $29.2K | Buy |
1,565
+310
| +25% | +$5.79K | ﹤0.01% | 1094 |
|
|
2023
Q3 | $23.6K | Buy |
1,255
+115
| +10% | +$2.16K | ﹤0.01% | 1066 |
|
|
2023
Q2 | $20.8K | Buy |
1,140
+240
| +27% | +$4.38K | ﹤0.01% | 1142 |
|
|
2023
Q1 | $14.8K | Buy |
900
+130
| +17% | +$2.13K | ﹤0.01% | 1202 |
|
|
2022
Q4 | $12.4K | Sell |
770
-625
| -45% | -$10.1K | ﹤0.01% | 1253 |
|
|
2022
Q3 | $20K | Buy |
1,395
+255
| +22% | +$3.66K | ﹤0.01% | 903 |
|
|
2022
Q2 | $19K | Hold |
1,140
| – | – | ﹤0.01% | 844 |
|
|
2022
Q1 | $22K | Hold |
1,140
| – | – | 0.01% | 665 |
|
|
2021
Q4 | $24K | Buy |
+1,140
| New | +$24K | 0.01% | 612 |
|