IFP Advisors’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 | $19.6K | Buy |
654
+159
| +32% | +$5.05K | ﹤0.01% | 2787 |
|
|
2025
Q4 | $14.5K | Hold |
495
| – | – | ﹤0.01% | 2883 |
|
|
2025
Q3 | $12.9K | Sell |
495
-41
| -8% | -$1.02K | ﹤0.01% | 2777 |
|
|
2025
Q2 | $12.1K | Buy |
536
+15
| +3% | +$308 | ﹤0.01% | 2818 |
|
|
2025
Q1 | $10.9K | Buy |
521
+46
| +10% | +$964 | ﹤0.01% | 2552 |
|
|
2024
Q4 | $10.1K | Buy |
475
+5
| +1% | +$110 | ﹤0.01% | 2524 |
|
|
2024
Q3 | $10.9K | Hold |
470
| – | – | ﹤0.01% | 2388 |
|
|
2024
Q2 | $10.5K | Buy |
470
+365
| +348% | +$7.79K | ﹤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% | +$260 | ﹤0.01% | 3137 |
|
|
2023
Q1 | $418 | Sell |
25
-1,565
| -98% | -$26.8K | ﹤0.01% | 3203 |
|
|
2022
Q4 | $27K | Sell |
1,590
-240
| -13% | -$3.65K | ﹤0.01% | 2678 |
|
|
2022
Q3 | $47K | Sell |
1,830
-720
| -28% | -$11.8K | ﹤0.01% | 2414 |
|
|
2022
Q2 | $59K | Hold |
2,550
| – | – | ﹤0.01% | 2041 |
|
|
2022
Q1 | $59K | Buy |
2,550
+2,525
| +10,100% | +$51.6K | ﹤0.01% | 2041 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$498 | ﹤0.01% | 3034 |
|
|
2021
Q1 | – | Sell |
-290
| Closed | -$4.96K | – | 3113 |
|
|
2020
Q4 | $4K | Buy |
290
+125
| +76% | +$1.76K | ﹤0.01% | 2408 |
|
|
2020
Q3 | $2K | Sell |
165
-30
| -15% | -$369 | ﹤0.01% | 2487 |
|
|
2020
Q2 | $2K | Hold |
195
| – | – | ﹤0.01% | 2397 |
|
|
2020
Q1 | $3K | Sell |
195
-180
| -48% | -$2.84K | ﹤0.01% | 2249 |
|
|
2019
Q4 | $6K | Hold |
375
| – | – | ﹤0.01% | 2121 |
|
|
2019
Q3 | $6K | Buy |
+375
| New | +$5.62K | ﹤0.01% | 2286 |
|
|
2019
Q1 | – | Sell |
-1,025
| Closed | -$15K | – | 2883 |
|
|
2018
Q4 | $15K | Sell |
1,025
-45
| -4% | -$705 | ﹤0.01% | 2292 |
|
|
2018
Q3 | $17K | Buy |
1,070
+145
| +16% | +$2.34K | ﹤0.01% | 2543 |
|
|
2018
Q2 | $15K | Sell |
925
-325
| -26% | -$5.61K | ﹤0.01% | 2646 |
|
|
2018
Q1 | $21K | Hold |
1,250
| – | – | ﹤0.01% | 2356 |
|
|
2017
Q4 | $21K | Buy |
1,250
+60
| +5% | +$1.02K | ﹤0.01% | 2391 |
|
|
2017
Q3 | $19K | Hold |
1,190
| – | – | ﹤0.01% | 2622 |
|
|
2017
Q2 | $19K | Hold |
1,190
| – | – | ﹤0.01% | 2611 |
|
|
2017
Q1 | $18K | Sell |
1,190
-575
| -33% | -$8.91K | ﹤0.01% | 2565 |
|
|
2016
Q4 | $27K | Sell |
1,765
-30
| -2% | -$460 | ﹤0.01% | 2267 |
|
|
2016
Q3 | $27K | Sell |
1,795
-640
| -26% | -$9.04K | ﹤0.01% | 2217 |
|
|
2016
Q2 | $31K | Buy |
+2,435
| New | +$33.9K | ﹤0.01% | 2057 |
|
|
2016
Q1 | – | Sell |
-1,650
| Closed | -$23K | – | 2886 |
|
|
2015
Q4 | $23K | Buy |
+1,650
| New | +$24K | ﹤0.01% | 2080 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
