Kathmere Capital Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
20,807
-6,048
| -23% | -$136K | 0.04% | 293 |
|
|
2025
Q1 | $561K | Buy |
26,855
+1,855
| +7% | +$38.8K | 0.05% | 228 |
|
|
2024
Q4 | $531K | Sell |
25,000
-1,125
| -4% | -$23.9K | 0.05% | 210 |
|
|
2024
Q3 | $606K | Buy |
26,125
+2,225
| +9% | +$51.6K | 0.06% | 175 |
|
|
2024
Q2 | $532K | Buy |
23,900
+2,680
| +13% | +$59.7K | 0.06% | 168 |
|
|
2024
Q1 | $468K | Buy |
21,220
+630
| +3% | +$13.9K | 0.05% | 175 |
|
|
2023
Q4 | $385K | Buy |
20,590
+975
| +5% | +$18.2K | 0.05% | 168 |
|
|
2023
Q3 | $368K | Buy |
19,615
+6,490
| +49% | +$122K | 0.05% | 159 |
|
|
2023
Q2 | $239K | Sell |
13,125
-190
| -1% | -$3.47K | 0.04% | 201 |
|
|
2023
Q1 | $219K | Buy |
+13,315
| New | +$219K | 0.04% | 191 |
|