SFA
Sequoia Financial Advisors’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
7,487
+1,093
| +17% | +$242K | 0.01% | 516 |
|
|
2025
Q1 | $1.46M | Buy |
6,394
+1,015
| +19% | +$231K | 0.01% | 507 |
|
|
2024
Q4 | $1M | Sell |
5,379
-43
| -0.8% | -$8.03K | 0.01% | 575 |
|
|
2024
Q3 | $1.05M | Buy |
5,422
+86
| +2% | +$16.6K | 0.01% | 532 |
|
|
2024
Q2 | $880K | Buy |
5,336
+524
| +11% | +$86.5K | 0.01% | 506 |
|
|
2024
Q1 | $789K | Sell |
4,812
-30
| -0.6% | -$4.92K | 0.01% | 537 |
|
|
2023
Q4 | $740K | Buy |
4,842
+653
| +16% | +$99.8K | 0.01% | 620 |
|
|
2023
Q3 | $558K | Buy |
4,189
+146
| +4% | +$19.5K | 0.01% | 487 |
|
|
2023
Q2 | $508K | Sell |
4,043
-149
| -4% | -$18.7K | 0.01% | 519 |
|
|
2023
Q1 | $545K | Sell |
4,192
-7
| -0.2% | -$910 | 0.01% | 442 |
|
|
2022
Q4 | $530K | Buy |
+4,199
| New | +$530K | 0.01% | 417 |
|
|
2022
Q2 | – | Sell |
-2,379
| Closed | -$329K | – | 611 |
|
|
2022
Q1 | $329K | Buy |
2,379
+532
| +29% | +$73.6K | 0.01% | 476 |
|
|
2021
Q4 | $215K | Buy |
+1,847
| New | +$215K | 0.01% | 534 |
|
|
2021
Q2 | – | Sell |
-1,896
| Closed | -$212K | – | 477 |
|
|
2021
Q1 | $212K | Buy |
1,896
+202
| +12% | +$22.6K | 0.01% | 406 |
|
|
2020
Q4 | $225K | Buy |
+1,694
| New | +$225K | 0.01% | 371 |
|
|
2020
Q1 | – | Sell |
-2,604
| Closed | -$289K | – | 372 |
|
|
2019
Q4 | $289K | Buy |
2,604
+67
| +3% | +$7.44K | 0.02% | 304 |
|
|
2019
Q3 | $278K | Sell |
2,537
-10
| -0.4% | -$1.1K | 0.02% | 287 |
|
|
2019
Q2 | $294K | Sell |
2,547
-258
| -9% | -$29.8K | 0.02% | 283 |
|
|
2019
Q1 | $355K | Buy |
2,805
+109
| +4% | +$13.8K | 0.03% | 246 |
|
|
2018
Q4 | $277K | Buy |
2,696
+260
| +11% | +$26.7K | 0.03% | 216 |
|
|
2018
Q3 | $287K | Sell |
2,436
-549
| -18% | -$64.7K | 0.03% | 234 |
|
|
2018
Q2 | $292K | Buy |
2,985
+186
| +7% | +$18.2K | 0.03% | 234 |
|
|
2018
Q1 | $278K | Hold |
2,799
| – | – | 0.03% | 233 |
|
|
2017
Q4 | $290K | Buy |
2,799
+101
| +4% | +$10.5K | 0.03% | 226 |
|
|
2017
Q3 | $308K | Hold |
2,698
| – | – | 0.04% | 209 |
|
|
2017
Q2 | $294K | Hold |
2,698
| – | – | 0.04% | 210 |
|
|
2017
Q1 | $277K | Buy |
+2,698
| New | +$277K | 0.04% | 213 |
|