Sequoia Financial Advisors’s Banner Corp BANR Stock Holding History

Sequoia Financial Advisors’s Portfolio BANR Stock Details BANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$578K	Sell	9,008 -28	-0.3%	-$1.8K	﹤0.01%	921
2025 Q1	$576K	Sell	9,036 -10	-0.1%	-$638	﹤0.01%	802
2024 Q4	$604K	Buy	9,046 +6	+0.1%	+$401	0.01%	738
2024 Q3	$538K	Sell	9,040 -22	-0.2%	-$1.31K	0.01%	718
2024 Q2	$450K	Sell	9,062 -72	-0.8%	-$3.57K	0.01%	728
2024 Q1	$438K	Buy	9,134 +53	+0.6%	+$2.54K	0.01%	727
2023 Q4	$486K	Buy	9,081 +759	+9%	+$40.7K	0.01%	741
2023 Q3	$353K	Buy	8,322 +373	+5%	+$15.8K	0.01%	625
2023 Q2	$347K	Sell	7,949 -848	-10%	-$37K	0.01%	641
2023 Q1	$478K	Sell	8,797 -373	-4%	-$20.3K	0.01%	469
2022 Q4	$580K	Buy	9,170 +1,344	+17%	+$84.9K	0.01%	395
2022 Q3	$462K	Sell	7,826 -39	-0.5%	-$2.3K	0.01%	305
2022 Q2	$442K	Sell	7,865 -871	-10%	-$48.9K	0.01%	348
2022 Q1	$511K	Buy	8,736 +1,286	+17%	+$75.2K	0.01%	353
2021 Q4	$452K	Buy	7,450 +308	+4%	+$18.7K	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%	-$118K	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	+$441K	0.36%	75