A detailed history of Ever Source Wealth Advisors, LLC transactions in Orix Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 607 shares of IX stock, worth $65,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares
607
Previous 508 19.49%
Holding current value
$65,525
Previous $56,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$102.71 - $125.1 $10,168 - $12,384
99 Added 19.49%
607 $70,000
Q2 2024

Aug 13, 2024

BUY
$101.25 - $111.45 $5,568 - $6,129
55 Added 12.14%
508 $56,000
Q1 2024

Jun 11, 2024

BUY
$92.09 - $112.62 $12,892 - $15,766
140 Added 44.73%
453 $49,000
Q4 2023

Feb 09, 2024

BUY
$86.42 - $94.27 $5,358 - $5,844
62 Added 24.7%
313 $29,000
Q3 2023

Nov 03, 2023

BUY
$87.39 - $101.39 $2,009 - $2,331
23 Added 10.09%
251 $23,000
Q2 2023

Aug 04, 2023

BUY
$81.81 - $91.96 $3,926 - $4,414
48 Added 26.67%
228 $20,000
Q1 2023

May 11, 2023

BUY
$79.3 - $91.45 $2,061 - $2,377
26 Added 16.88%
180 $14,000
Q4 2022

Feb 09, 2023

SELL
$69.91 - $82.12 $8,738 - $10,265
-125 Reduced 44.8%
154 $12,000
Q3 2022

Nov 07, 2022

BUY
$16.7 - $88.76 $851 - $4,526
51 Added 22.37%
279 $20,000
Q4 2021

Feb 07, 2022

BUY
$94.2 - $104.04 $21,477 - $23,721
228 New
228 $23,000

Others Institutions Holding IX

About ORIX CORP


  • Ticker IX
  • Exchange OTC
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 236,382,000
  • Market Cap $25.5B
  • Description
  • ORIX Corporation provides diversified financial services in Japan, the Americas, Asia, Europe, Australasia, the Middle East, and internationally. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; leasing and rental of automobiles, electronic measuring instruments, and ICT-related equip...
More about IX
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