Sequoia 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
Q2 | $438K | Sell |
19,448
-1,057
| -5% | -$23.8K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $428K | Sell |
20,505
-2,175
| -10% | -$45.4K | ﹤0.01% | 906 |
|
|
2024
Q4 | $482K | Buy |
22,680
+1,365
| +6% | +$29K | ﹤0.01% | 818 |
|
|
2024
Q3 | $495K | Sell |
21,315
-940
| -4% | -$21.8K | 0.01% | 748 |
|
|
2024
Q2 | $495K | Buy |
22,255
+955
| +4% | +$21.3K | 0.01% | 690 |
|
|
2024
Q1 | $469K | Sell |
21,300
-175
| -0.8% | -$3.86K | 0.01% | 704 |
|
|
2023
Q4 | $401K | Buy |
21,475
+1,250
| +6% | +$23.3K | 0.01% | 813 |
|
|
2023
Q3 | $380K | Sell |
20,225
-110
| -0.5% | -$2.07K | 0.01% | 600 |
|
|
2023
Q2 | $371K | Buy |
20,335
+525
| +3% | +$9.58K | 0.01% | 613 |
|
|
2023
Q1 | $325K | Buy |
19,810
+785
| +4% | +$12.9K | 0.01% | 595 |
|
|
2022
Q4 | $306K | Buy |
+19,025
| New | +$306K | 0.01% | 574 |
|
|
2022
Q3 | – | Sell |
-12,255
| Closed | -$206K | – | 564 |
|
|
2022
Q2 | $206K | Buy |
12,255
+1,840
| +18% | +$30.9K | 0.01% | 541 |
|
|
2022
Q1 | $208K | Buy |
+10,415
| New | +$208K | 0.01% | 610 |
|