SimplyRich’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
45,636
+14,188
| +45% | +$319K | 0.29% | 83 |
|
|
2025
Q1 | $656K | Buy |
31,448
+398
| +1% | +$8.3K | 0.19% | 104 |
|
|
2024
Q4 | $659K | Sell |
31,050
-345
| -1% | -$7.32K | 0.19% | 105 |
|
|
2024
Q3 | $728K | Hold |
31,395
| – | – | 0.2% | 101 |
|
|
2024
Q2 | $698K | Hold |
31,395
| – | – | 0.22% | 93 |
|
|
2024
Q1 | $692K | Hold |
31,395
| – | – | 0.22% | 94 |
|
|
2023
Q4 | $586K | Hold |
31,395
| – | – | 0.2% | 103 |
|
|
2023
Q3 | $589K | Hold |
31,395
| – | – | 0.29% | 87 |
|
|
2023
Q2 | $572K | Hold |
31,395
| – | – | 0.2% | 104 |
|
|
2023
Q1 | $515K | Hold |
31,395
| – | – | 0.19% | 108 |
|
|
2022
Q4 | $505K | Sell |
31,395
-1,465
| -4% | -$23.6K | 0.2% | 113 |
|
|
2022
Q3 | $464K | Hold |
32,860
| – | – | 0.21% | 98 |
|
|
2022
Q2 | $553K | Hold |
32,860
| – | – | 0.23% | 98 |
|
|
2022
Q1 | $656K | Sell |
32,860
-1,040
| -3% | -$20.8K | 0.23% | 96 |
|
|
2021
Q4 | $690K | Hold |
33,900
| – | – | 0.23% | 95 |
|
|
2021
Q3 | $640K | Hold |
33,900
| – | – | 0.23% | 98 |
|
|
2021
Q2 | $573K | Hold |
33,900
| – | – | 0.26% | 95 |
|
|
2021
Q1 | $575K | Buy |
33,900
+1,040
| +3% | +$17.6K | 0.23% | 101 |
|
|
2020
Q4 | $508K | Sell |
32,860
-3,710
| -10% | -$57.4K | 0.23% | 93 |
|
|
2020
Q3 | $458K | Buy |
36,570
+7,475
| +26% | +$93.6K | 0.23% | 97 |
|
|
2020
Q2 | $359K | Buy |
+29,095
| New | +$359K | 0.2% | 105 |
|