MAI Capital Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
705
+640
| +985% | +$14.4K | ﹤0.01% | 2318 |
|
|
2025
Q1 | $1.36K | Sell |
65
-65
| -50% | -$1.36K | ﹤0.01% | 2878 |
|
|
2024
Q4 | $2.71K | Buy |
+130
| New | +$2.71K | ﹤0.01% | 2790 |
|
|
2024
Q3 | – | Sell |
-17,390
| Closed | -$387K | – | 1138 |
|
|
2024
Q2 | $387K | Sell |
17,390
-570
| -3% | -$12.7K | ﹤0.01% | 879 |
|
|
2024
Q1 | $396K | Buy |
17,960
+2,010
| +13% | +$44.3K | ﹤0.01% | 858 |
|
|
2023
Q4 | $298K | Sell |
15,950
-1,135
| -7% | -$21.2K | ﹤0.01% | 844 |
|
|
2023
Q3 | $321K | Buy |
17,085
+2,030
| +13% | +$38.1K | ﹤0.01% | 777 |
|
|
2023
Q2 | $275K | Buy |
+15,055
| New | +$275K | ﹤0.01% | 833 |
|