Ritholtz Wealth 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 | $1.74M | Sell |
77,119
-6,305
| -8% | -$142K | 0.04% | 329 |
|
|
2025
Q1 | $1.74M | Sell |
83,424
-4,781
| -5% | -$99.9K | 0.05% | 273 |
|
|
2024
Q4 | $1.87M | Sell |
88,205
-2,525
| -3% | -$53.6K | 0.06% | 246 |
|
|
2024
Q3 | $2.11M | Buy |
90,730
+9,090
| +11% | +$211K | 0.06% | 218 |
|
|
2024
Q2 | $1.82M | Sell |
81,640
-2,250
| -3% | -$50.1K | 0.06% | 220 |
|
|
2024
Q1 | $1.85M | Buy |
83,890
+1,690
| +2% | +$37.2K | 0.06% | 213 |
|
|
2023
Q4 | $1.54M | Buy |
82,200
+355
| +0.4% | +$6.63K | 0.06% | 221 |
|
|
2023
Q3 | $1.54M | Sell |
81,845
-100
| -0.1% | -$1.88K | 0.07% | 192 |
|
|
2023
Q2 | $1.49M | Sell |
81,945
-4,900
| -6% | -$89.4K | 0.07% | 189 |
|
|
2023
Q1 | $1.43M | Sell |
86,845
-23,045
| -21% | -$378K | 0.07% | 179 |
|
|
2022
Q4 | $1.77M | Buy |
109,890
+42,965
| +64% | +$692K | 0.1% | 147 |
|
|
2022
Q3 | $946K | Sell |
66,925
-16,465
| -20% | -$233K | 0.05% | 256 |
|
|
2022
Q2 | $1.4M | Sell |
83,390
-7,275
| -8% | -$122K | 0.09% | 139 |
|
|
2022
Q1 | $1.81M | Buy |
90,665
+9,750
| +12% | +$195K | 0.12% | 100 |
|
|
2021
Q4 | $1.65M | Buy |
80,915
+19,610
| +32% | +$399K | 0.1% | 96 |
|
|
2021
Q3 | $1.16M | Buy |
61,305
+11,150
| +22% | +$211K | 0.08% | 121 |
|
|
2021
Q2 | $849K | Buy |
50,155
+11,720
| +30% | +$198K | 0.06% | 168 |
|
|
2021
Q1 | $652K | Buy |
+38,435
| New | +$652K | 0.05% | 170 |
|