Lake Street Advisors Group’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $304K | Buy |
14,330
+225
| +2% | +$4.78K | 0.01% | 445 |
|
|
2024
Q3 | $327K | Sell |
14,105
-165
| -1% | -$3.83K | 0.02% | 422 |
|
|
2024
Q2 | $318K | Sell |
14,270
-755
| -5% | -$16.8K | 0.02% | 433 |
|
|
2024
Q1 | $331K | Buy |
15,025
+270
| +2% | +$5.95K | 0.02% | 439 |
|
|
2023
Q4 | $276K | Buy |
+14,755
| New | +$276K | 0.01% | 468 |
|
|
2021
Q3 | – | Sell |
-15,440
| Closed | -$292K | – | 333 |
|
|
2021
Q2 | $292K | Buy |
15,440
+220
| +1% | +$4.16K | 0.02% | 252 |
|
|
2021
Q1 | $258K | Buy |
15,220
+300
| +2% | +$5.09K | 0.02% | 260 |
|
|
2020
Q4 | $231K | Buy |
+14,920
| New | +$231K | 0.02% | 270 |
|