Franklin Resources’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
$354K Sell
2025
Q1
$330K Buy
2024
Q4
$334K Buy
2024
Q3
$318K Buy
2024
Q2
$306K Sell
2024
Q1
$307K Sell
2023
Q4
$261K Buy
2023
Q3
$254K Buy
2023
Q2
$246K Buy
2023
Q1
$221K Buy
2022
Q3
Sell
2022
Q2
$202K Sell
2022
Q1
$249K Buy
2021
Q4
$234K Sell
2021
Q3
$235K Buy
2021
Q2
$207K Sell
2021
Q1
$210K Buy