Ladenburg Thalmann Financial Services’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13K | Buy |
1,170
+370
| +46% | +$4.11K | ﹤0.01% | 4363 |
|
|
2019
Q3 | $12K | Sell |
800
-65
| -8% | -$975 | ﹤0.01% | 4303 |
|
|
2019
Q2 | $13K | Sell |
865
-595
| -41% | -$8.94K | ﹤0.01% | 4308 |
|
|
2019
Q1 | $21K | Sell |
1,460
-740
| -34% | -$10.6K | ﹤0.01% | 3961 |
|
|
2018
Q4 | $32K | Buy |
2,200
+680
| +45% | +$9.89K | ﹤0.01% | 3565 |
|
|
2018
Q3 | $24K | Sell |
1,520
-195
| -11% | -$3.08K | ﹤0.01% | 3803 |
|
|
2018
Q2 | $31K | Hold |
1,715
| – | – | ﹤0.01% | 3579 |
|
|
2018
Q1 | $31K | Buy |
1,715
+375
| +28% | +$6.78K | ﹤0.01% | 3579 |
|
|
2017
Q4 | $23K | Buy |
1,340
+935
| +231% | +$16K | ﹤0.01% | 3695 |
|
|
2017
Q3 | $7K | Buy |
405
+115
| +40% | +$1.99K | ﹤0.01% | 4241 |
|
|
2017
Q2 | $4K | Buy |
290
+125
| +76% | +$1.72K | ﹤0.01% | 4386 |
|
|
2017
Q1 | $2K | Hold |
165
| – | – | ﹤0.01% | 4574 |
|
|
2016
Q4 | $3K | Sell |
165
-15
| -8% | -$273 | ﹤0.01% | 4419 |
|
|
2016
Q3 | $3K | Sell |
180
-625
| -78% | -$10.4K | ﹤0.01% | 4361 |
|
|
2016
Q2 | $10K | Buy |
805
+385
| +92% | +$4.78K | ﹤0.01% | 3775 |
|
|
2016
Q1 | $6K | Buy |
420
+100
| +31% | +$1.43K | ﹤0.01% | 3975 |
|
|
2015
Q4 | $4K | Buy |
320
+125
| +64% | +$1.56K | ﹤0.01% | 4139 |
|
|
2015
Q3 | $3K | Buy |
195
+35
| +22% | +$538 | ﹤0.01% | 4143 |
|
|
2015
Q2 | $2K | Buy |
160
+15
| +10% | +$188 | ﹤0.01% | 4351 |
|
|
2015
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 4277 |
|
|
2014
Q4 | $2K | Hold |
145
| – | – | ﹤0.01% | 4051 |
|
|
2014
Q3 | $2K | Hold |
145
| – | – | ﹤0.01% | 3678 |
|
|
2014
Q2 | $2K | Buy |
145
+5
| +4% | +$69 | ﹤0.01% | 3641 |
|
|
2014
Q1 | $2K | Hold |
140
| – | – | ﹤0.01% | 3513 |
|
|
2013
Q4 | $3K | Sell |
140
-275
| -66% | -$5.89K | ﹤0.01% | 3412 |
|
|
2013
Q3 | $7K | Sell |
415
-265
| -39% | -$4.47K | ﹤0.01% | 3030 |
|
|
2013
Q2 | $9K | Buy |
+680
| New | +$9K | ﹤0.01% | 2781 |
|