Raymond James Financial Services Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $210K | Sell |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $216K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $202K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $231K | Buy |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $210K | Buy |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $208K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $296K | Buy |
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