IFP 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 | $12.1K | Buy |
536
+15
| +3% | +$338 | ﹤0.01% | 2818 |
|
|
2025
Q1 | $10.9K | Buy |
521
+46
| +10% | +$961 | ﹤0.01% | 2552 |
|
|
2024
Q4 | $10.1K | Buy |
475
+5
| +1% | +$106 | ﹤0.01% | 2524 |
|
|
2024
Q3 | $10.9K | Hold |
470
| – | – | ﹤0.01% | 2388 |
|
|
2024
Q2 | $10.5K | Buy |
470
+365
| +348% | +$8.13K | ﹤0.01% | 2328 |
|
|
2024
Q1 | $2.31K | Hold |
105
| – | – | ﹤0.01% | 2655 |
|
|
2023
Q4 | $1.96K | Hold |
105
| – | – | ﹤0.01% | 2686 |
|
|
2023
Q3 | $1.97K | Buy |
105
+65
| +163% | +$1.22K | ﹤0.01% | 2842 |
|
|
2023
Q2 | $730 | Buy |
40
+15
| +60% | +$274 | ﹤0.01% | 3137 |
|
|
2023
Q1 | $418 | Sell |
25
-1,565
| -98% | -$26.2K | ﹤0.01% | 3203 |
|
|
2022
Q4 | $27K | Sell |
1,590
-240
| -13% | -$4.08K | ﹤0.01% | 2678 |
|
|
2022
Q3 | $47K | Sell |
1,830
-720
| -28% | -$18.5K | ﹤0.01% | 2415 |
|
|
2022
Q2 | $59K | Hold |
2,550
| – | – | ﹤0.01% | 2042 |
|
|
2022
Q1 | $59K | Buy |
2,550
+2,525
| +10,100% | +$58.4K | ﹤0.01% | 2042 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2985 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3969 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3713 |
|
|
2021
Q1 | – | Sell |
-290
| Closed | -$4K | – | 3623 |
|
|
2020
Q4 | $4K | Buy |
290
+125
| +76% | +$1.72K | ﹤0.01% | 2394 |
|
|
2020
Q3 | $2K | Sell |
165
-30
| -15% | -$364 | ﹤0.01% | 2465 |
|
|
2020
Q2 | $2K | Hold |
195
| – | – | ﹤0.01% | 2372 |
|
|
2020
Q1 | $3K | Sell |
195
-180
| -48% | -$2.77K | ﹤0.01% | 2214 |
|
|
2019
Q4 | $6K | Hold |
375
| – | – | ﹤0.01% | 2113 |
|
|
2019
Q3 | $6K | Buy |
+375
| New | +$6K | ﹤0.01% | 2280 |
|
|
2019
Q1 | – | Sell |
-1,025
| Closed | -$15K | – | 2863 |
|
|
2018
Q4 | $15K | Sell |
1,025
-45
| -4% | -$659 | ﹤0.01% | 2259 |
|
|
2018
Q3 | $17K | Buy |
1,070
+145
| +16% | +$2.3K | ﹤0.01% | 2515 |
|
|
2018
Q2 | $15K | Sell |
925
-325
| -26% | -$5.27K | ﹤0.01% | 2610 |
|
|
2018
Q1 | $21K | Hold |
1,250
| – | – | ﹤0.01% | 2356 |
|
|
2017
Q4 | $21K | Buy |
1,250
+60
| +5% | +$1.01K | ﹤0.01% | 2354 |
|
|
2017
Q3 | $19K | Hold |
1,190
| – | – | ﹤0.01% | 2590 |
|
|
2017
Q2 | $19K | Hold |
1,190
| – | – | ﹤0.01% | 2586 |
|
|
2017
Q1 | $18K | Sell |
1,190
-575
| -33% | -$8.7K | ﹤0.01% | 2539 |
|
|
2016
Q4 | $27K | Sell |
1,765
-30
| -2% | -$459 | ﹤0.01% | 2252 |
|
|
2016
Q3 | $27K | Sell |
1,795
-640
| -26% | -$9.63K | ﹤0.01% | 2203 |
|
|
2016
Q2 | $31K | Buy |
+2,435
| New | +$31K | ﹤0.01% | 2048 |
|
|
2016
Q1 | – | Sell |
-1,650
| Closed | -$23K | – | 2892 |
|
|
2015
Q4 | $23K | Buy |
+1,650
| New | +$23K | ﹤0.01% | 2067 |
|