SFA
Sequoia Financial Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
10,063
+1,473
| +17% | +$570K | 0.03% | 322 |
|
|
2025
Q1 | $3.29M | Buy |
8,590
+379
| +5% | +$145K | 0.03% | 334 |
|
|
2024
Q4 | $3.65M | Buy |
8,211
+54
| +0.7% | +$24K | 0.04% | 298 |
|
|
2024
Q3 | $4.22M | Buy |
8,157
+654
| +9% | +$339K | 0.05% | 231 |
|
|
2024
Q2 | $4.17M | Sell |
7,503
-877
| -10% | -$487K | 0.05% | 213 |
|
|
2024
Q1 | $4.23M | Sell |
8,380
-1,214
| -13% | -$613K | 0.05% | 212 |
|
|
2023
Q4 | $5.72M | Buy |
9,594
+3,935
| +70% | +$2.35M | 0.07% | 201 |
|
|
2023
Q3 | $2.89M | Sell |
5,659
-4
| -0.1% | -$2.04K | 0.05% | 194 |
|
|
2023
Q2 | $2.77M | Buy |
5,663
+284
| +5% | +$139K | 0.05% | 203 |
|
|
2023
Q1 | $2.07M | Buy |
5,379
+379
| +8% | +$146K | 0.05% | 214 |
|
|
2022
Q4 | $1.68M | Buy |
5,000
+3,252
| +186% | +$1.09M | 0.04% | 218 |
|
|
2022
Q3 | $481K | Sell |
1,748
-1,213
| -41% | -$334K | 0.02% | 298 |
|
|
2022
Q2 | $1.08M | Buy |
2,961
+62
| +2% | +$22.7K | 0.03% | 221 |
|
|
2022
Q1 | $1.32M | Buy |
2,899
+349
| +14% | +$159K | 0.03% | 226 |
|
|
2021
Q4 | $1.45M | Buy |
2,550
+1,630
| +177% | +$924K | 0.04% | 212 |
|
|
2021
Q3 | $530K | Sell |
920
-734
| -44% | -$423K | 0.05% | 149 |
|
|
2021
Q2 | $969K | Buy |
1,654
+37
| +2% | +$21.7K | 0.04% | 206 |
|
|
2021
Q1 | $769K | Sell |
1,617
-319
| -16% | -$152K | 0.03% | 208 |
|
|
2020
Q4 | $968K | Buy |
1,936
+14
| +0.7% | +$7K | 0.04% | 188 |
|
|
2020
Q3 | $943K | Sell |
1,922
-248
| -11% | -$122K | 0.05% | 173 |
|
|
2020
Q2 | $945K | Buy |
2,170
+329
| +18% | +$143K | 0.06% | 158 |
|
|
2020
Q1 | $586K | Buy |
1,841
+277
| +18% | +$88.2K | 0.04% | 176 |
|
|
2019
Q4 | $516K | Buy |
1,564
+7
| +0.4% | +$2.31K | 0.03% | 213 |
|
|
2019
Q3 | $430K | Sell |
1,557
-17
| -1% | -$4.7K | 0.03% | 212 |
|
|
2019
Q2 | $464K | Sell |
1,574
-360
| -19% | -$106K | 0.03% | 205 |
|
|
2019
Q1 | $515K | Buy |
1,934
+212
| +12% | +$56.5K | 0.04% | 180 |
|
|
2018
Q4 | $390K | Buy |
1,722
+28
| +2% | +$6.34K | 0.05% | 165 |
|
|
2018
Q3 | $457K | Sell |
1,694
-724
| -30% | -$195K | 0.05% | 168 |
|
|
2018
Q2 | $590K | Sell |
2,418
-248
| -9% | -$60.5K | 0.06% | 143 |
|
|
2018
Q1 | $576K | Hold |
2,666
| – | – | 0.06% | 148 |
|
|
2017
Q4 | $467K | Buy |
2,666
+71
| +3% | +$12.4K | 0.05% | 173 |
|
|
2017
Q3 | $387K | Sell |
2,595
-99
| -4% | -$14.8K | 0.05% | 180 |
|
|
2017
Q2 | $381K | Buy |
2,694
+536
| +25% | +$75.8K | 0.05% | 172 |
|
|
2017
Q1 | $281K | Hold |
2,158
| – | – | 0.04% | 209 |
|
|
2016
Q4 | $222K | Sell |
2,158
-88
| -4% | -$9.05K | 0.03% | 244 |
|
|
2016
Q3 | $244K | Hold |
2,246
| – | – | 0.05% | 198 |
|
|
2016
Q2 | $215K | Hold |
2,246
| – | – | 0.06% | 218 |
|
|
2016
Q1 | $211K | Sell |
2,246
-428
| -16% | -$40.2K | 0.07% | 176 |
|
|
2015
Q4 | $251K | Buy |
2,674
+92
| +4% | +$8.64K | 0.1% | 144 |
|
|
2015
Q3 | $212K | Buy |
+2,582
| New | +$212K | 0.09% | 155 |
|