SFA
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Sequoia Financial Advisors’s AllianceBernstein AB Stock Holding History

Sequoia Financial Advisors’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$829K Buy
20,308
+160
+0.8% +$6.53K 0.01% 763
2025
Q1 		$772K Buy
20,148
+218
+1% +$8.35K 0.01% 706
2024
Q4 		$739K Buy
19,930
+711
+4% +$26.4K 0.01% 674
2024
Q3 		$671K Buy
+19,219
New +$671K 0.01% 656