SFA
Sequoia Financial Advisors’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
15,813
+595
| +4% | +$142K | 0.03% | 333 |
|
|
2025
Q1 | $3.07M | Buy |
15,218
+1,976
| +15% | +$399K | 0.02% | 351 |
|
|
2024
Q4 | $2.81M | Buy |
13,242
+811
| +7% | +$172K | 0.03% | 337 |
|
|
2024
Q3 | $2.86M | Buy |
12,431
+587
| +5% | +$135K | 0.03% | 300 |
|
|
2024
Q2 | $2.7M | Buy |
11,844
+858
| +8% | +$196K | 0.03% | 271 |
|
|
2024
Q1 | $2.17M | Sell |
10,986
-1,681
| -13% | -$332K | 0.03% | 309 |
|
|
2023
Q4 | $2.52M | Buy |
12,667
+6,564
| +108% | +$1.3M | 0.03% | 306 |
|
|
2023
Q3 | $1.07M | Buy |
6,103
+116
| +2% | +$20.3K | 0.02% | 320 |
|
|
2023
Q2 | $1.17M | Buy |
5,987
+346
| +6% | +$67.4K | 0.02% | 320 |
|
|
2023
Q1 | $1.11M | Buy |
5,641
+479
| +9% | +$94.5K | 0.02% | 296 |
|
|
2022
Q4 | $847K | Buy |
5,162
+1,239
| +32% | +$203K | 0.02% | 324 |
|
|
2022
Q3 | $547K | Sell |
3,923
-362
| -8% | -$50.5K | 0.02% | 284 |
|
|
2022
Q2 | $626K | Buy |
4,285
+55
| +1% | +$8.04K | 0.02% | 290 |
|
|
2022
Q1 | $699K | Buy |
4,230
+1,461
| +53% | +$241K | 0.02% | 295 |
|
|
2021
Q4 | $487K | Buy |
2,769
+837
| +43% | +$147K | 0.01% | 329 |
|
|
2021
Q3 | $324K | Sell |
1,932
-576
| -23% | -$96.6K | 0.03% | 197 |
|
|
2021
Q2 | $432K | Sell |
2,508
-271
| -10% | -$46.7K | 0.02% | 302 |
|
|
2021
Q1 | $431K | Sell |
2,779
-116
| -4% | -$18K | 0.02% | 277 |
|
|
2020
Q4 | $428K | Buy |
2,895
+501
| +21% | +$74.1K | 0.02% | 273 |
|
|
2020
Q3 | $279K | Buy |
2,394
+3
| +0.1% | +$350 | 0.01% | 305 |
|
|
2020
Q2 | $293K | Sell |
2,391
-4
| -0.2% | -$490 | 0.02% | 295 |
|
|
2020
Q1 | $215K | Buy |
2,395
+48
| +2% | +$4.31K | 0.02% | 319 |
|
|
2019
Q4 | $279K | Buy |
2,347
+17
| +0.7% | +$2.02K | 0.02% | 308 |
|
|
2019
Q3 | $260K | Buy |
2,330
+70
| +3% | +$7.81K | 0.02% | 299 |
|
|
2019
Q2 | $255K | Sell |
2,260
-290
| -11% | -$32.7K | 0.02% | 304 |
|
|
2019
Q1 | $268K | Buy |
2,550
+174
| +7% | +$18.3K | 0.02% | 291 |
|
|
2018
Q4 | $204K | Buy |
2,376
+161
| +7% | +$13.8K | 0.02% | 270 |
|
|
2018
Q3 | $205K | Buy |
2,215
+31
| +1% | +$2.87K | 0.02% | 299 |
|
|
2018
Q2 | $209K | Sell |
2,184
-106
| -5% | -$10.1K | 0.02% | 284 |
|
|
2018
Q1 | $209K | Sell |
2,290
-499
| -18% | -$45.5K | 0.02% | 279 |
|
|
2017
Q4 | $248K | Buy |
+2,789
| New | +$248K | 0.03% | 251 |
|