Sequoia Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$174K	Sell
2025 Q1	$163K	Buy
2024 Q4	$184K	Hold
2024 Q3	$164K	Buy
2020 Q2	–	Sell
2020 Q1	$316K	Buy