SFA
Sequoia Financial Advisors’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
12,256
+2,487
| +25% | +$348K | 0.01% | 503 |
|
|
2025
Q1 | $1.28M | Buy |
9,769
+783
| +9% | +$102K | 0.01% | 542 |
|
|
2024
Q4 | $1.18M | Buy |
8,986
+1,325
| +17% | +$174K | 0.01% | 530 |
|
|
2024
Q3 | $954K | Buy |
7,661
+2
| +0% | +$249 | 0.01% | 559 |
|
|
2024
Q2 | $683K | Buy |
7,659
+180
| +2% | +$16K | 0.01% | 589 |
|
|
2024
Q1 | $727K | Sell |
7,479
-1,421
| -16% | -$138K | 0.01% | 570 |
|
|
2023
Q4 | $829K | Buy |
8,900
+1,978
| +29% | +$184K | 0.01% | 585 |
|
|
2023
Q3 | $511K | Buy |
6,922
+45
| +0.7% | +$3.32K | 0.01% | 519 |
|
|
2023
Q2 | $555K | Buy |
6,877
+55
| +0.8% | +$4.44K | 0.01% | 494 |
|
|
2023
Q1 | $497K | Sell |
6,822
-930
| -12% | -$67.7K | 0.01% | 461 |
|
|
2022
Q4 | $597K | Buy |
+7,752
| New | +$597K | 0.01% | 390 |
|
|
2020
Q1 | – | Sell |
-94,172
| Closed | -$5.77M | – | 371 |
|
|
2019
Q4 | $5.77M | Buy |
94,172
+352
| +0.4% | +$21.6K | 0.37% | 40 |
|
|
2019
Q3 | $4.97M | Sell |
93,820
-5,163
| -5% | -$274K | 0.36% | 42 |
|
|
2019
Q2 | $5.08M | Sell |
98,983
-505
| -0.5% | -$25.9K | 0.38% | 39 |
|
|
2019
Q1 | $4.92M | Sell |
99,488
-138
| -0.1% | -$6.83K | 0.4% | 39 |
|
|
2018
Q4 | $3.99M | Buy |
99,626
+1,421
| +1% | +$56.9K | 0.46% | 45 |
|
|
2018
Q3 | $4.33M | Buy |
+98,205
| New | +$4.33M | 0.43% | 44 |
|