Lindbrook Capital’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $31.3K | Sell |
1,500
-160
| -10% | -$3.34K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $35.3K | Hold |
1,660
| – | – | ﹤0.01% | 966 |
|
|
2024
Q3 | $38.5K | Sell |
1,660
-2,075
| -56% | -$48.2K | ﹤0.01% | 944 |
|
|
2024
Q2 | $83.1K | Hold |
3,735
| – | – | 0.01% | 604 |
|
|
2024
Q1 | $82.3K | Hold |
3,735
| – | – | 0.01% | 597 |
|
|
2023
Q4 | $69.8K | Sell |
3,735
-15
| -0.4% | -$280 | 0.01% | 641 |
|
|
2023
Q3 | $70.4K | Hold |
3,750
| – | – | 0.01% | 572 |
|
|
2023
Q2 | $68.4K | Hold |
3,750
| – | – | 0.01% | 608 |
|
|
2023
Q1 | $61.6K | Sell |
3,750
-1,005
| -21% | -$16.5K | 0.01% | 618 |
|
|
2022
Q4 | $76.6K | Sell |
4,755
-535
| -10% | -$8.62K | 0.01% | 561 |
|
|
2022
Q3 | $75K | Buy |
5,290
+65
| +1% | +$922 | 0.01% | 523 |
|
|
2022
Q2 | $88K | Buy |
5,225
+285
| +6% | +$4.8K | 0.01% | 469 |
|
|
2022
Q1 | $99K | Sell |
4,940
-265
| -5% | -$5.31K | 0.02% | 470 |
|
|
2021
Q4 | $106K | Sell |
5,205
-60
| -1% | -$1.22K | 0.02% | 474 |
|
|
2021
Q3 | $100K | Buy |
5,265
+255
| +5% | +$4.84K | 0.03% | 267 |
|
|
2021
Q2 | $85K | Sell |
5,010
-370
| -7% | -$6.28K | 0.02% | 324 |
|
|
2021
Q1 | $91K | Buy |
5,380
+405
| +8% | +$6.85K | 0.02% | 289 |
|
|
2020
Q4 | $77K | Sell |
4,975
-20
| -0.4% | -$310 | 0.02% | 291 |
|
|
2020
Q3 | $63K | Sell |
4,995
-2,825
| -36% | -$35.6K | 0.02% | 300 |
|
|
2020
Q2 | $96K | Buy |
7,820
+1,015
| +15% | +$12.5K | 0.03% | 215 |
|
|
2020
Q1 | $80K | Buy |
6,805
+675
| +11% | +$7.94K | 0.03% | 218 |
|
|
2019
Q4 | $102K | Sell |
6,130
-490
| -7% | -$8.15K | 0.04% | 238 |
|
|
2019
Q3 | $99K | Buy |
6,620
+695
| +12% | +$10.4K | 0.04% | 241 |
|
|
2019
Q2 | $88K | Buy |
5,925
+1,420
| +32% | +$21.1K | 0.03% | 256 |
|
|
2019
Q1 | $64K | Buy |
4,505
+760
| +20% | +$10.8K | 0.03% | 332 |
|
|
2018
Q4 | $53K | Buy |
+3,745
| New | +$53K | 0.03% | 320 |
|