Financial Management Professionals’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Sell |
483
-439
| -48% | -$9.89K | ﹤0.01% | 529 |
|
|
2025
Q1 | $19.3K | Sell |
922
-423
| -31% | -$8.84K | ﹤0.01% | 428 |
|
|
2024
Q4 | $28.6K | Buy |
1,345
+325
| +32% | +$6.91K | ﹤0.01% | 350 |
|
|
2024
Q3 | $24K | Buy |
1,020
+275
| +37% | +$6.47K | ﹤0.01% | 385 |
|
|
2024
Q2 | $17K | Buy |
745
+20
| +3% | +$456 | ﹤0.01% | 417 |
|
|
2024
Q1 | $16K | Buy |
725
+20
| +3% | +$441 | ﹤0.01% | 461 |
|
|
2023
Q4 | $13K | Buy |
705
+50
| +8% | +$922 | ﹤0.01% | 493 |
|
|
2023
Q3 | $12K | Hold |
655
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $12K | Sell |
655
-1,540
| -70% | -$28.2K | ﹤0.01% | 501 |
|
|
2023
Q1 | $36K | Buy |
2,195
+1,935
| +744% | +$31.7K | 0.01% | 312 |
|
|
2022
Q4 | $4K | Buy |
+260
| New | +$4K | ﹤0.01% | 658 |
|
|
2022
Q3 | – | Sell |
-625
| Closed | -$11K | – | 1016 |
|
|
2022
Q2 | $11K | Sell |
625
-45
| -7% | -$792 | ﹤0.01% | 484 |
|
|
2022
Q1 | $13K | Buy |
670
+435
| +185% | +$8.44K | ﹤0.01% | 463 |
|
|
2021
Q4 | $5K | Buy |
235
+85
| +57% | +$1.81K | ﹤0.01% | 590 |
|
|
2021
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 661 |
|
|
2021
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 606 |
|
|
2021
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 532 |
|