Summit Global Investments’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $872K | Sell |
|
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.92M | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $518K | Buy |
|