IAA
SEVN
Independent Advisor Alliance’s Seven Hills Realty Trust SEVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
271,421
-8,983
| -3% | -$108K | 0.09% | 190 |
|
|
2025
Q1 | $3.5M | Sell |
280,404
-11,932
| -4% | -$149K | 0.12% | 160 |
|
|
2024
Q4 | $3.82M | Sell |
292,336
-17,621
| -6% | -$230K | 0.05% | 335 |
|
|
2024
Q3 | $4.27M | Buy |
309,957
+1,700
| +0.6% | +$23.4K | 0.16% | 117 |
|
|
2024
Q2 | $3.91M | Buy |
308,257
+1,000
| +0.3% | +$12.7K | 0.13% | 130 |
|
|
2024
Q1 | $3.97M | Sell |
307,257
-5,625
| -2% | -$72.7K | 0.14% | 125 |
|
|
2023
Q4 | $4.05M | Sell |
312,882
-62,980
| -17% | -$815K | 0.15% | 121 |
|
|
2023
Q3 | $4.1M | Sell |
375,862
-119,494
| -24% | -$1.3M | 0.19% | 100 |
|
|
2023
Q2 | $5.08M | Sell |
495,356
-155,839
| -24% | -$1.6M | 0.22% | 85 |
|
|
2023
Q1 | $6.54M | Sell |
651,195
-26,657
| -4% | -$268K | 0.32% | 67 |
|
|
2022
Q4 | $6.16K | Buy |
677,852
+29,826
| +5% | +$271 | ﹤0.01% | 183 |
|
|
2022
Q3 | $5.91M | Buy |
648,026
+61,560
| +10% | +$561K | 0.34% | 69 |
|
|
2022
Q2 | $6.26M | Buy |
+586,466
| New | +$6.26M | 0.35% | 68 |
|
|
2022
Q1 | – | Sell |
-564,893
| Closed | -$5.86M | – | 732 |
|
|
2021
Q4 | $5.86M | Buy |
564,893
+144,590
| +34% | +$1.5M | 0.29% | 80 |
|
|
2021
Q3 | $4.33M | Buy |
+420,303
| New | +$4.33M | 0.24% | 91 |
|