SFA
Sequoia Financial Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
9,863
+619
| +7% | +$137K | 0.01% | 445 |
|
|
2025
Q1 | $2.01M | Buy |
9,244
+148
| +2% | +$32.2K | 0.02% | 434 |
|
|
2024
Q4 | $1.67M | Sell |
9,096
-213,240
| -96% | -$39.1M | 0.02% | 452 |
|
|
2024
Q3 | $51.7M | Sell |
222,336
-61
| -0% | -$14.2K | 0.55% | 38 |
|
|
2024
Q2 | $43.2M | Sell |
222,397
-74,880
| -25% | -$14.6M | 0.52% | 41 |
|
|
2024
Q1 | $58.7M | Buy |
297,277
+196,024
| +194% | +$38.7M | 0.73% | 26 |
|
|
2023
Q4 | $21.9M | Buy |
101,253
+9,975
| +11% | +$2.15M | 0.27% | 79 |
|
|
2023
Q3 | $15M | Buy |
91,278
+56,940
| +166% | +$9.36M | 0.26% | 76 |
|
|
2023
Q2 | $6.66M | Buy |
34,338
+30,305
| +751% | +$5.88M | 0.11% | 132 |
|
|
2023
Q1 | $824K | Sell |
4,033
-573
| -12% | -$117K | 0.02% | 352 |
|
|
2022
Q4 | $976K | Buy |
4,606
+1,713
| +59% | +$363K | 0.02% | 296 |
|
|
2022
Q3 | $621K | Sell |
2,893
-735
| -20% | -$158K | 0.02% | 261 |
|
|
2022
Q2 | $927K | Buy |
3,628
+613
| +20% | +$157K | 0.03% | 242 |
|
|
2022
Q1 | $757K | Buy |
3,015
+756
| +33% | +$190K | 0.02% | 285 |
|
|
2021
Q4 | $661K | Buy |
+2,259
| New | +$661K | 0.02% | 283 |
|
|
2021
Q3 | – | Sell |
-1,642
| Closed | -$444K | – | 268 |
|
|
2021
Q2 | $444K | Buy |
1,642
+77
| +5% | +$20.8K | 0.02% | 298 |
|
|
2021
Q1 | $374K | Sell |
1,565
-315
| -17% | -$75.3K | 0.02% | 301 |
|
|
2020
Q4 | $422K | Sell |
1,880
-75
| -4% | -$16.8K | 0.02% | 276 |
|
|
2020
Q3 | $473K | Buy |
1,955
+52
| +3% | +$12.6K | 0.02% | 235 |
|
|
2020
Q2 | $492K | Buy |
1,903
+149
| +8% | +$38.5K | 0.03% | 217 |
|
|
2020
Q1 | $382K | Buy |
1,754
+252
| +17% | +$54.9K | 0.03% | 225 |
|
|
2019
Q4 | $345K | Buy |
1,502
+62
| +4% | +$14.2K | 0.02% | 278 |
|
|
2019
Q3 | $318K | Buy |
1,440
+7
| +0.5% | +$1.55K | 0.02% | 267 |
|
|
2019
Q2 | $293K | Buy |
1,433
+54
| +4% | +$11K | 0.02% | 284 |
|
|
2019
Q1 | $272K | Buy |
+1,379
| New | +$272K | 0.02% | 287 |
|