JNBA Financial Advisors’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$3.19K Buy
2016
Q4
Sell
2016
Q3
$87K Buy
2015
Q1
Sell
2014
Q4
$3K Hold
2014
Q3
$4K Buy