Sequoia Financial Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
10,361
| – | – | ﹤0.01% | 1516 |
|
|
2025
Q1 | $134K | Sell |
10,361
-145
| -1% | -$1.88K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $166K | Sell |
10,506
-255
| -2% | -$4.03K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $192K | Buy |
10,761
+385
| +4% | +$6.86K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $228K | Hold |
10,376
| – | – | ﹤0.01% | 1032 |
|
|
2024
Q1 | $244K | Buy |
10,376
+15
| +0.1% | +$353 | ﹤0.01% | 951 |
|
|
2023
Q4 | $260K | Hold |
10,361
| – | – | ﹤0.01% | 984 |
|
|
2023
Q3 | $220K | Hold |
10,361
| – | – | ﹤0.01% | 814 |
|
|
2023
Q2 | $220K | Hold |
10,361
| – | – | ﹤0.01% | 826 |
|
|
2023
Q1 | $270K | Hold |
10,361
| – | – | 0.01% | 660 |
|
|
2022
Q4 | $185K | Buy |
+10,361
| New | +$185K | ﹤0.01% | 741 |
|