Sequoia Financial Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
39,211
+6,230
| +19% | +$116K | 0.01% | 821 |
|
|
2025
Q1 | $507K | Buy |
32,981
+1,571
| +5% | +$24.1K | ﹤0.01% | 845 |
|
|
2024
Q4 | $417K | Buy |
31,410
+1,230
| +4% | +$16.3K | ﹤0.01% | 872 |
|
|
2024
Q3 | $367K | Buy |
30,180
+2,349
| +8% | +$28.5K | ﹤0.01% | 880 |
|
|
2024
Q2 | $298K | Buy |
27,831
+4,641
| +20% | +$49.7K | ﹤0.01% | 891 |
|
|
2024
Q1 | $219K | Buy |
23,190
+3,022
| +15% | +$28.6K | ﹤0.01% | 1005 |
|
|
2023
Q4 | $159K | Sell |
20,168
-1,375
| -6% | -$10.8K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $168K | Sell |
21,543
-1,155
| -5% | -$9K | ﹤0.01% | 877 |
|
|
2023
Q2 | $178K | Buy |
22,698
+1,269
| +6% | +$9.97K | ﹤0.01% | 873 |
|
|
2023
Q1 | $154K | Buy |
21,429
+1,728
| +9% | +$12.4K | ﹤0.01% | 781 |
|
|
2022
Q4 | $154K | Buy |
19,701
+2,034
| +12% | +$15.9K | ﹤0.01% | 748 |
|
|
2022
Q3 | $113K | Sell |
17,667
-7,551
| -30% | -$48.3K | ﹤0.01% | 509 |
|
|
2022
Q2 | $192K | Buy |
25,218
+8,097
| +47% | +$61.6K | 0.01% | 549 |
|
|
2022
Q1 | $135K | Buy |
17,121
+223
| +1% | +$1.76K | ﹤0.01% | 632 |
|
|
2021
Q4 | $175K | Buy |
+16,898
| New | +$175K | ﹤0.01% | 559 |
|