Sequoia Financial Advisors’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 | $438K | Sell |
|
|||||
|
2025
Q1 | $428K | Sell |
|
|||||
|
2024
Q4 | $482K | Buy |
|
|||||
|
2024
Q3 | $495K | Sell |
|
|||||
|
2024
Q2 | $495K | Buy |
|
|||||
|
2024
Q1 | $469K | Sell |
|
|||||
|
2023
Q4 | $401K | Buy |
|
|||||
|
2023
Q3 | $380K | Sell |
|
|||||
|
2023
Q2 | $371K | Buy |
|
|||||
|
2023
Q1 | $325K | Buy |
|
|||||
|
2022
Q4 | $306K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $206K | Buy |
|
|||||
|
2022
Q1 | $208K | Buy |
|