Orion Portfolio Solutions’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $891K | Sell |
42,663
-14,102
| -25% | -$295K | 0.01% | 1142 |
|
|
2024
Q4 | $1.21M | Buy |
56,765
+15,850
| +39% | +$337K | 0.01% | 947 |
|
|
2024
Q3 | $950K | Buy |
40,915
+670
| +2% | +$15.6K | 0.01% | 1065 |
|
|
2024
Q2 | $896K | Sell |
40,245
-1,705
| -4% | -$38K | 0.01% | 1036 |
|
|
2024
Q1 | $925K | Sell |
41,950
-290
| -0.7% | -$6.39K | 0.01% | 1021 |
|
|
2023
Q4 | $820K | Sell |
42,240
-550
| -1% | -$10.7K | 0.01% | 1036 |
|
|
2023
Q3 | $803K | Sell |
42,790
-1,050
| -2% | -$19.7K | 0.01% | 1023 |
|
|
2023
Q2 | $800K | Sell |
43,840
-1,575
| -3% | -$28.7K | 0.01% | 1037 |
|
|
2023
Q1 | $746K | Buy |
+45,415
| New | +$746K | 0.01% | 998 |
|