Sequoia Financial Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.9M | Sell |
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|
2025
Q2 | $49.8M | Sell |
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|
2025
Q1 | $42.3M | Sell |
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|
2024
Q4 | $52.8M | Buy |
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|
2024
Q3 | $41.3M | Buy |
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|
2024
Q2 | $759K | Buy |
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|
2024
Q1 | $665K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $340K | Buy |
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