LPL Financial’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $657K | Buy |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $555K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $204K | Sell |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $301K | Buy |
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|
2017
Q4 | $280K | Buy |
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|
2017
Q3 | $257K | Buy |
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|
2017
Q2 | $241K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $230K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $287K | Buy |
|