Sequoia Financial Advisors’s APA Corp APA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $733K | Buy |
+40,086
| New | +$733K | 0.01% | 817 |
|
2025
Q1 | – | Sell |
-20,418
| Closed | -$471K | – | 1358 |
|
2024
Q4 | $471K | Buy |
20,418
+4,399
| +27% | +$102K | ﹤0.01% | 826 |
|
2024
Q3 | $392K | Buy |
16,019
+7,490
| +88% | +$183K | ﹤0.01% | 846 |
|
2024
Q2 | $251K | Buy |
+8,529
| New | +$251K | ﹤0.01% | 966 |
|
2024
Q1 | – | Sell |
-26,814
| Closed | -$962K | – | 1151 |
|
2023
Q4 | $962K | Buy |
26,814
+17,641
| +192% | +$633K | 0.01% | 536 |
|
2023
Q3 | $377K | Buy |
9,173
+159
| +2% | +$6.54K | 0.01% | 603 |
|
2023
Q2 | $308K | Buy |
+9,014
| New | +$308K | 0.01% | 683 |
|
2022
Q2 | – | Sell |
-5,061
| Closed | -$209K | – | 598 |
|
2022
Q1 | $209K | Buy |
+5,061
| New | +$209K | 0.01% | 608 |
|