Sequoia Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.2M Sell
513,589
-4,606
-0.9% -$154K 0.12% 135
2025
Q1
$15.4M Sell
518,195
-62,447
-11% -$1.86M 0.12% 149
2024
Q4
$18.5M Buy
580,642
+16,021
+3% +$509K 0.18% 114
2024
Q3
$19.8M Buy
564,621
+327,143
+138% +$11.5M 0.21% 99
2024
Q2
$6.52M Sell
237,478
-16,164
-6% -$444K 0.08% 165
2024
Q1
$7.92M Sell
253,642
-10,669
-4% -$333K 0.1% 154
2023
Q4
$8.32M Buy
264,311
+7,002
+3% +$220K 0.1% 163
2023
Q3
$7.56M Sell
257,309
-3,017
-1% -$88.7K 0.13% 118
2023
Q2
$9.5M Sell
260,326
-8,526
-3% -$311K 0.16% 108
2023
Q1
$9.08M Sell
268,852
-3,613
-1% -$122K 0.2% 97
2022
Q4
$8.44M Buy
272,465
+4,613
+2% +$143K 0.21% 101
2022
Q3
$9.62M Sell
267,852
-9,428
-3% -$338K 0.3% 61
2022
Q2
$10.6M Sell
277,280
-954
-0.3% -$36.5K 0.3% 61
2022
Q1
$12.3M Sell
278,234
-2,602
-0.9% -$115K 0.31% 67
2021
Q4
$11.4M Buy
280,836
+14,914
+6% +$605K 0.31% 64
2021
Q3
$9.95M Sell
265,922
-19,467
-7% -$728K 1.01% 23
2021
Q2
$10.6M Sell
285,389
-150
-0.1% -$5.56K 0.39% 45
2021
Q1
$10.1M Buy
285,539
+25,202
+10% +$895K 0.42% 37
2020
Q4
$8.57M Sell
260,337
-7,439
-3% -$245K 0.39% 43
2020
Q3
$8.5M Sell
267,776
-1,155
-0.4% -$36.7K 0.45% 33
2020
Q2
$7.37M Sell
268,931
-814
-0.3% -$22.3K 0.44% 37
2020
Q1
$6.47M Sell
269,745
-33,838
-11% -$811K 0.48% 28
2019
Q4
$9.03M Sell
303,583
-7,395
-2% -$220K 0.57% 24
2019
Q3
$9.18M Sell
310,978
-2,218
-0.7% -$65.5K 0.67% 23
2019
Q2
$8.01M Sell
313,196
-14,401
-4% -$368K 0.6% 25
2019
Q1
$8.17M Sell
327,597
-7,059
-2% -$176K 0.67% 23
2018
Q4
$6.88M Sell
334,656
-14,080
-4% -$289K 0.8% 22
2018
Q3
$8.28M Sell
348,736
-8,783
-2% -$208K 0.82% 20
2018
Q2
$8.17M Sell
357,519
-15,150
-4% -$346K 0.87% 20
2018
Q1
$9.24M Sell
372,669
-1,936
-0.5% -$48K 0.97% 19
2017
Q4
$9.99M Sell
374,605
-2,321
-0.6% -$61.9K 1.05% 20
2017
Q3
$9.68M Buy
376,926
+4,215
+1% +$108K 1.15% 18
2017
Q2
$9.08M Sell
372,711
-1,254
-0.3% -$30.5K 1.12% 20
2017
Q1
$8.61M Buy
373,965
+7,206
+2% +$166K 1.1% 21
2016
Q4
$7.31M Buy
+366,759
New +$7.31M 1.04% 24