Sequoia Financial Advisors’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $537K | Sell |
8,844
-766
| -8% | -$47.5K | ﹤0.01% | 1236 |
|
|
2025
Q4 | $602K | Buy |
9,610
+618
| +7% | +$39K | ﹤0.01% | 1178 |
|
|
2025
Q3 | $589K | Sell |
8,992
-16
| -0.2% | -$1.05K | ﹤0.01% | 1050 |
|
|
2025
Q2 | $578K | Sell |
9,008
-28
| -0.3% | -$1.73K | ﹤0.01% | 930 |
|
|
2025
Q1 | $576K | Sell |
9,036
-10
| -0.1% | -$674 | ﹤0.01% | 807 |
|
|
2024
Q4 | $604K | Buy |
9,046
+6
| +0.1% | +$410 | 0.01% | 741 |
|
|
2024
Q3 | $538K | Sell |
9,040
-22
| -0.2% | -$1.24K | 0.01% | 720 |
|
|
2024
Q2 | $450K | Sell |
9,062
-72
| -0.8% | -$3.31K | 0.01% | 730 |
|
|
2024
Q1 | $438K | Buy |
9,134
+53
| +0.6% | +$2.48K | 0.01% | 731 |
|
|
2023
Q4 | $486K | Buy |
9,081
+759
| +9% | +$35K | 0.01% | 743 |
|
|
2023
Q3 | $353K | Buy |
8,322
+373
| +5% | +$16.7K | 0.01% | 627 |
|
|
2023
Q2 | $347K | Sell |
7,949
-848
| -10% | -$40.1K | 0.01% | 643 |
|
|
2023
Q1 | $478K | Sell |
8,797
-373
| -4% | -$22.8K | 0.01% | 470 |
|
|
2022
Q4 | $580K | Buy |
9,170
+1,344
| +17% | +$90.2K | 0.01% | 395 |
|
|
2022
Q3 | $462K | Sell |
7,826
-39
| -0.5% | -$2.35K | 0.01% | 305 |
|
|
2022
Q2 | $442K | Sell |
7,865
-871
| -10% | -$48.6K | 0.01% | 348 |
|
|
2022
Q1 | $511K | Buy |
8,736
+1,286
| +17% | +$79.3K | 0.01% | 353 |
|
|
2021
Q4 | $452K | Buy |
7,450
+308
| +4% | +$18.2K | 0.01% | 346 |
|
|
2021
Q3 | $394K | Hold |
7,142
| – | – | 0.04% | 173 |
|
|
2021
Q2 | $387K | Hold |
7,142
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $381K | Hold |
7,142
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $333K | Hold |
7,142
| – | – | 0.02% | 302 |
|
|
2020
Q3 | $230K | Hold |
7,142
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $271K | Hold |
7,142
| – | – | 0.02% | 303 |
|
|
2020
Q1 | $236K | Hold |
7,142
| – | – | 0.02% | 310 |
|
|
2019
Q4 | $404K | Hold |
7,142
| – | – | 0.03% | 250 |
|
|
2019
Q3 | $401K | Hold |
7,142
| – | – | 0.03% | 225 |
|
|
2019
Q2 | $387K | Hold |
7,142
| – | – | 0.03% | 237 |
|
|
2019
Q1 | $387K | Hold |
7,142
| – | – | 0.03% | 231 |
|
|
2018
Q4 | $382K | Hold |
7,142
| – | – | 0.04% | 167 |
|
|
2018
Q3 | $444K | Hold |
7,142
| – | – | 0.04% | 171 |
|
|
2018
Q2 | $429K | Hold |
7,142
| – | – | 0.05% | 172 |
|
|
2018
Q1 | $396K | Hold |
7,142
| – | – | 0.04% | 185 |
|
|
2017
Q4 | $394K | Hold |
7,142
| – | – | 0.04% | 192 |
|
|
2017
Q3 | $438K | Hold |
7,142
| – | – | 0.05% | 166 |
|
|
2017
Q2 | $404K | Hold |
7,142
| – | – | 0.05% | 166 |
|
|
2017
Q1 | $397K | Hold |
7,142
| – | – | 0.05% | 160 |
|
|
2016
Q4 | $399K | Hold |
7,142
| – | – | 0.06% | 161 |
|
|
2016
Q3 | $312K | Sell |
7,142
-2,703
| -27% | -$116K | 0.06% | 166 |
|
|
2016
Q2 | $419K | Hold |
9,845
| – | – | 0.12% | 128 |
|
|
2016
Q1 | $414K | Hold |
9,845
| – | – | 0.13% | 107 |
|
|
2015
Q4 | $451K | Hold |
9,845
| – | – | 0.18% | 95 |
|
|
2015
Q3 | $470K | Hold |
9,845
| – | – | 0.2% | 91 |
|
|
2015
Q2 | $472K | Hold |
9,845
| – | – | 0.2% | 96 |
|
|
2015
Q1 | $452K | Hold |
9,845
| – | – | 0.21% | 95 |
|
|
2014
Q4 | $424K | Hold |
9,845
| – | – | 0.29% | 76 |
|
|
2014
Q3 | $379K | Hold |
9,845
| – | – | 0.26% | 93 |
|
|
2014
Q2 | $390K | Hold |
9,845
| – | – | 0.3% | 82 |
|
|
2014
Q1 | $406K | Hold |
9,845
| – | – | 0.34% | 80 |
|
|
2013
Q4 | $441K | Buy |
+9,845
| New | +$397K | 0.36% | 75 |
|
Other funds holding BANR
VPM
VCM
