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
2026
Q1
$483K Buy
16,093
+29
+0.2% +$920 ﹤0.01% 2476
2025
Q4
$469K Sell
16,064
-83
-0.5% -$2.2K ﹤0.01% 2432
2025
Q3
$422K Buy
16,147
+445
+3% +$11K ﹤0.01% 2519
2025
Q2
$354K Sell
15,702
-97
-0.6% -$1.99K ﹤0.01% 2488
2025
Q1
$330K Buy
15,799
+94
+0.6% +$1.97K ﹤0.01% 2436
2024
Q4
$334K Buy
15,705
+1,500
+11% +$32.9K ﹤0.01% 2465
2024
Q3
$318K Buy
14,205
+460
+3% +$10.8K ﹤0.01% 2468
2024
Q2
$306K Sell
13,745
-180
-1% -$3.84K ﹤0.01% 2424
2024
Q1
$307K Sell
13,925
-70
-0.5% -$1.42K ﹤0.01% 2454
2023
Q4
$261K Buy
13,995
+465
+3% +$8.46K ﹤0.01% 2241
2023
Q3
$254K Buy
13,530
+30
+0.2% +$561 ﹤0.01% 2230
2023
Q2
$246K Buy
13,500
+20
+0.1% +$347 ﹤0.01% 2289
2023
Q1
$221K Buy
+13,480
New +$231K ﹤0.01% 1970
2022
Q3
Sell
-11,950
Closed -$202K 2357
2022
Q2
$202K Sell
11,950
-475
-4% -$8.63K ﹤0.01% 2019
2022
Q1
$249K Buy
12,425
+945
+8% +$19.3K ﹤0.01% 2087
2021
Q4
$234K Sell
11,480
-955
-8% -$19K ﹤0.01% 2181
2021
Q3
$235K Buy
12,435
+230
+2% +$4.23K ﹤0.01% 2180
2021
Q2
$207K Sell
12,205
-175
-1% -$2.99K ﹤0.01% 1844
2021
Q1
$210K Buy
+12,380
New +$212K ﹤0.01% 1802

Other funds holding IX