Sequoia Financial Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.8M | Sell |
804,786
-2,272
| -0.3% | -$141K | 0.34% | 63 |
|
|
2025
Q1 | $42.3M | Sell |
807,058
-112,292
| -12% | -$5.89M | 0.33% | 66 |
|
|
2024
Q4 | $52.8M | Buy |
919,350
+143,004
| +18% | +$8.22M | 0.51% | 38 |
|
|
2024
Q3 | $41.3M | Buy |
776,346
+758,076
| +4,149% | +$40.3M | 0.44% | 51 |
|
|
2024
Q2 | $759K | Buy |
18,270
+2,388
| +15% | +$99.2K | 0.01% | 558 |
|
|
2024
Q1 | $665K | Buy |
15,882
+703
| +5% | +$29.4K | 0.01% | 592 |
|
|
2023
Q4 | $609K | Buy |
15,179
+2,377
| +19% | +$95.4K | 0.01% | 680 |
|
|
2023
Q3 | $400K | Buy |
12,802
+1,856
| +17% | +$58K | 0.01% | 577 |
|
|
2023
Q2 | $368K | Buy |
10,946
+1,293
| +13% | +$43.5K | 0.01% | 618 |
|
|
2023
Q1 | $315K | Buy |
9,653
+184
| +2% | +$6K | 0.01% | 605 |
|
|
2022
Q4 | $298K | Buy |
+9,469
| New | +$298K | 0.01% | 584 |
|
|
2022
Q3 | – | Sell |
-7,667
| Closed | -$276K | – | 537 |
|
|
2022
Q2 | $276K | Buy |
7,667
+223
| +3% | +$8.03K | 0.01% | 464 |
|
|
2022
Q1 | $340K | Buy |
+7,444
| New | +$340K | 0.01% | 459 |
|