United Capital Financial Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,900
| Closed | -$210K | – | 1083 |
|
|
2024
Q4 | $210K | Buy |
9,900
+185
| +2% | +$3.93K | ﹤0.01% | 996 |
|
|
2024
Q3 | $225K | Sell |
9,715
-390
| -4% | -$9.05K | ﹤0.01% | 969 |
|
|
2024
Q2 | $225K | Buy |
10,105
+115
| +1% | +$2.56K | ﹤0.01% | 940 |
|
|
2024
Q1 | $220K | Buy |
+9,990
| New | +$220K | ﹤0.01% | 984 |
|
|
2019
Q3 | – | Sell |
-19,210
| Closed | -$288K | – | 1381 |
|
|
2019
Q2 | $288K | Buy |
+19,210
| New | +$288K | ﹤0.01% | 1217 |
|