Sequoia Financial Advisors’s C.H. Robinson CHRW Stock Holding History

Sequoia Financial Advisors’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.55M	Buy	26,563 +257	+1%	+$24.7K	0.02%	409
2025 Q1	$2.69M	Buy	26,306 +6,045	+30%	+$619K	0.02%	378
2024 Q4	$2.09M	Sell	20,261 -1,291	-6%	-$133K	0.02%	392
2024 Q3	$2.38M	Buy	21,552 +1,359	+7%	+$150K	0.03%	341
2024 Q2	$1.78M	Sell	20,193 -5,789	-22%	-$510K	0.02%	355
2024 Q1	$1.98M	Sell	25,982 -1,050	-4%	-$79.9K	0.02%	326
2023 Q4	$2.34M	Buy	27,032 +1,165	+5%	+$101K	0.03%	325
2023 Q3	$2.23M	Buy	25,867 +6	+0%	+$517	0.04%	217
2023 Q2	$2.44M	Buy	25,861 +25	+0.1%	+$2.36K	0.04%	216
2023 Q1	$2.57M	Sell	25,836 -150	-0.6%	-$14.9K	0.06%	185
2022 Q4	$2.38M	Buy	25,986 +2,941	+13%	+$269K	0.06%	186
2022 Q3	$2.22M	Sell	23,045 -874	-4%	-$84.2K	0.07%	152
2022 Q2	$2.43M	Buy	23,919 +57	+0.2%	+$5.78K	0.07%	155
2022 Q1	$2.57M	Sell	23,862 -2,288	-9%	-$246K	0.06%	166
2021 Q4	$2.82M	Buy	+26,150	New	+$2.82M	0.08%	149
2021 Q3	–	Sell	-25,054	Closed	-$2.35M	–	292
2021 Q2	$2.35M	Buy	25,054 +2,324	+10%	+$218K	0.09%	138
2021 Q1	$2.17M	Buy	22,730 +3	+0%	+$286	0.09%	123
2020 Q4	$2.13M	Sell	22,727 -3	-0%	-$282	0.1%	120
2020 Q3	$2.32M	Sell	22,730 -341	-1%	-$34.9K	0.12%	101
2020 Q2	$1.82M	Buy	23,071 +697	+3%	+$55.1K	0.11%	98
2020 Q1	$1.48M	Sell	22,374 -37	-0.2%	-$2.45K	0.11%	94
2019 Q4	$1.75M	Buy	22,411 +31	+0.1%	+$2.43K	0.11%	107
2019 Q3	$1.9M	Sell	22,380 -149	-0.7%	-$12.6K	0.14%	88
2019 Q2	$1.9M	Buy	22,529 +207	+0.9%	+$17.5K	0.14%	89
2019 Q1	$1.94M	Buy	22,322 +208	+0.9%	+$18.1K	0.16%	82
2018 Q4	$1.86M	Sell	22,114 -10,700	-33%	-$900K	0.22%	70
2018 Q3	$3.21M	Sell	32,814 -25,000	-43%	-$2.45M	0.32%	54
2018 Q2	$4.84M	Sell	57,814 -7	-0%	-$586	0.52%	38
2018 Q1	$5.42M	Sell	57,821 -20,175	-26%	-$1.89M	0.57%	32
2017 Q4	$6.95M	Buy	+77,996	New	+$6.95M	0.73%	22