United Capital Financial Advisors’s ORIX IX Stock Holding History

United Capital Financial Advisors’s Portfolio IX Stock Details IX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$214K	Buy
2025 Q1	–	Sell
2024 Q4	$210K	Buy
2024 Q3	$225K	Sell
2024 Q2	$225K	Buy
2024 Q1	$220K	Buy
2019 Q3	–	Sell
2019 Q2	$288K	Buy