HighTower 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 | $1.02M | Buy |
45,202
+2,690
| +6% | +$60.6K | ﹤0.01% | 1998 |
|
|
2025
Q1 | $888K | Sell |
42,512
-6,338
| -13% | -$132K | ﹤0.01% | 2031 |
|
|
2024
Q4 | $1.04M | Buy |
48,850
+14,110
| +41% | +$300K | ﹤0.01% | 1927 |
|
|
2024
Q3 | $817K | Sell |
34,740
-350
| -1% | -$8.23K | ﹤0.01% | 2055 |
|
|
2024
Q2 | $785K | Buy |
35,090
+365
| +1% | +$8.17K | ﹤0.01% | 1995 |
|
|
2024
Q1 | $773K | Buy |
34,725
+570
| +2% | +$12.7K | ﹤0.01% | 1964 |
|
|
2023
Q4 | $639K | Sell |
34,155
-165
| -0.5% | -$3.09K | ﹤0.01% | 2132 |
|
|
2023
Q3 | $648K | Buy |
34,320
+295
| +0.9% | +$5.57K | ﹤0.01% | 2041 |
|
|
2023
Q2 | $621K | Buy |
+34,025
| New | +$621K | ﹤0.01% | 2044 |
|