SFA
Sequoia Financial Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
247,126
+8,337
| +3% | +$710K | 0.14% | 113 |
|
|
2025
Q1 | $17M | Sell |
238,789
-18,222
| -7% | -$1.29M | 0.13% | 135 |
|
|
2024
Q4 | $18.1M | Buy |
257,011
+50,565
| +24% | +$3.56M | 0.17% | 116 |
|
|
2024
Q3 | $12.9M | Buy |
206,446
+41,569
| +25% | +$2.6M | 0.14% | 133 |
|
|
2024
Q2 | $10.5M | Sell |
164,877
-14,580
| -8% | -$925K | 0.13% | 133 |
|
|
2024
Q1 | $11.3M | Sell |
179,457
-32,633
| -15% | -$2.06M | 0.14% | 131 |
|
|
2023
Q4 | $10.9M | Buy |
212,090
+48,308
| +29% | +$2.48M | 0.14% | 140 |
|
|
2023
Q3 | $6.74M | Sell |
163,782
-22,726
| -12% | -$935K | 0.12% | 126 |
|
|
2023
Q2 | $8.59M | Buy |
186,508
+10,029
| +6% | +$462K | 0.15% | 115 |
|
|
2023
Q1 | $8.28M | Buy |
176,479
+157,084
| +810% | +$7.37M | 0.18% | 107 |
|
|
2022
Q4 | $877K | Buy |
19,395
+7,178
| +59% | +$325K | 0.02% | 316 |
|
|
2022
Q3 | $509K | Sell |
12,217
-1,875
| -13% | -$78.1K | 0.02% | 291 |
|
|
2022
Q2 | $648K | Buy |
14,092
+4,769
| +51% | +$219K | 0.02% | 286 |
|
|
2022
Q1 | $498K | Sell |
9,323
-97
| -1% | -$5.18K | 0.01% | 359 |
|
|
2021
Q4 | $569K | Buy |
+9,420
| New | +$569K | 0.02% | 305 |
|
|
2021
Q3 | – | Sell |
-9,313
| Closed | -$659K | – | 283 |
|
|
2021
Q2 | $659K | Buy |
9,313
+504
| +6% | +$35.7K | 0.02% | 241 |
|
|
2021
Q1 | $641K | Buy |
8,809
+616
| +8% | +$44.8K | 0.03% | 227 |
|
|
2020
Q4 | $505K | Sell |
8,193
-691
| -8% | -$42.6K | 0.02% | 248 |
|
|
2020
Q3 | $383K | Sell |
8,884
-1,007
| -10% | -$43.4K | 0.02% | 260 |
|
|
2020
Q2 | $505K | Buy |
9,891
+1,504
| +18% | +$76.8K | 0.03% | 213 |
|
|
2020
Q1 | $353K | Sell |
8,387
-257
| -3% | -$10.8K | 0.03% | 236 |
|
|
2019
Q4 | $691K | Sell |
8,644
-580
| -6% | -$46.4K | 0.04% | 180 |
|
|
2019
Q3 | $637K | Sell |
9,224
-38
| -0.4% | -$2.62K | 0.05% | 171 |
|
|
2019
Q2 | $649K | Sell |
9,262
-89
| -1% | -$6.24K | 0.05% | 164 |
|
|
2019
Q1 | $582K | Buy |
9,351
+4,524
| +94% | +$282K | 0.05% | 166 |
|
|
2018
Q4 | $251K | Sell |
4,827
-3,259
| -40% | -$169K | 0.03% | 243 |
|
|
2018
Q3 | $580K | Sell |
8,086
-216
| -3% | -$15.5K | 0.06% | 147 |
|
|
2018
Q2 | $556K | Sell |
8,302
-819
| -9% | -$54.9K | 0.06% | 151 |
|
|
2018
Q1 | $616K | Sell |
9,121
-65,220
| -88% | -$4.4M | 0.06% | 140 |
|
|
2017
Q4 | $5.53M | Buy |
74,341
+4,259
| +6% | +$317K | 0.58% | 33 |
|
|
2017
Q3 | $5.1M | Buy |
70,082
+2,639
| +4% | +$192K | 0.6% | 29 |
|
|
2017
Q2 | $4.51M | Buy |
67,443
+5,316
| +9% | +$356K | 0.56% | 35 |
|
|
2017
Q1 | $3.72M | Buy |
62,127
+57,429
| +1,222% | +$3.43M | 0.47% | 45 |
|
|
2016
Q4 | $279K | Buy |
4,698
+136
| +3% | +$8.08K | 0.04% | 205 |
|
|
2016
Q3 | $215K | Buy |
+4,562
| New | +$215K | 0.04% | 218 |
|
|
2015
Q4 | – | Sell |
-4,107
| Closed | -$204K | – | 178 |
|
|
2015
Q3 | $204K | Sell |
4,107
-427
| -9% | -$21.2K | 0.09% | 160 |
|
|
2015
Q2 | $250K | Buy |
4,534
+177
| +4% | +$9.76K | 0.11% | 156 |
|
|
2015
Q1 | $224K | Sell |
4,357
-1,165
| -21% | -$59.9K | 0.1% | 157 |
|
|
2014
Q4 | $299K | Sell |
5,522
-41
| -0.7% | -$2.22K | 0.2% | 107 |
|
|
2014
Q3 | $288K | Buy |
5,563
+92
| +2% | +$4.76K | 0.2% | 114 |
|
|
2014
Q2 | $258K | Buy |
+5,471
| New | +$258K | 0.2% | 123 |
|