Lake Street Advisors Group’s ORIX IX Stock Holding History

Lake Street Advisors Group’s Portfolio IX Stock Details IX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$304K	Buy
2024 Q3	$327K	Sell
2024 Q2	$318K	Sell
2024 Q1	$331K	Buy
2023 Q4	$276K	Buy
2021 Q3	–	Sell
2021 Q2	$292K	Buy
2021 Q1	$258K	Buy
2020 Q4	$231K	Buy