Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $421K | Buy |
|
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $336K | Hold |
|
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|
2023
Q4 | $285K | Buy |
|
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $316K | Sell |
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|
2019
Q3 | $290K | Sell |
|
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|
2019
Q2 | $304K | Sell |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $383K | Hold |
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|
2018
Q3 | $434K | Buy |
|
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|
2018
Q2 | $423K | Sell |
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|
2018
Q1 | $482K | Sell |
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|
2017
Q4 | $458K | Sell |
|
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|
2017
Q3 | $444K | Buy |
|
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|
2017
Q2 | $424K | Buy |
|
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|
2017
Q1 | $380K | Buy |
|
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|
2016
Q4 | $392K | Buy |
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|
2016
Q2 | $271K | Hold |
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|
2016
Q1 | $302K | Buy |
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|
2015
Q4 | $293K | Buy |
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|
2015
Q3 | $262K | Buy |
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|
2015
Q2 | $219K | Buy |
|