Farther Finance 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 | $44.9K | Buy |
1,995
+432
| +28% | +$9.73K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $32.6K | Sell |
1,563
-772
| -33% | -$16.1K | ﹤0.01% | 2122 |
|
|
2024
Q4 | $49.6K | Buy |
2,335
+10
| +0.4% | +$212 | ﹤0.01% | 1669 |
|
|
2024
Q3 | $54K | Buy |
2,325
+20
| +0.9% | +$465 | ﹤0.01% | 1601 |
|
|
2024
Q2 | $51.2K | Buy |
2,305
+890
| +63% | +$19.8K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $29.7K | Buy |
1,415
+85
| +6% | +$1.79K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $24.9K | Buy |
1,330
+1,170
| +731% | +$21.9K | ﹤0.01% | 1273 |
|
|
2023
Q3 | $3K | Buy |
160
+140
| +700% | +$2.63K | ﹤0.01% | 1699 |
|
|
2023
Q2 | $365 | Hold |
20
| – | – | ﹤0.01% | 2237 |
|
|
2023
Q1 | $328 | Hold |
20
| – | – | ﹤0.01% | 2105 |
|
|
2022
Q4 | $322 | Buy |
+20
| New | +$322 | ﹤0.01% | 1932 |
|