Sequoia Financial Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | $159K | Sell |
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|
2023
Q3 | $168K | Sell |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $154K | Buy |
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|
2022
Q4 | $154K | Buy |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $175K | Buy |
|