Sequoia Financial Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Sell |
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|
2025
Q2 | $367K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.27M | Buy |
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|
2022
Q3 | $5.19M | Buy |
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|
2022
Q2 | $4.65M | Buy |
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|
2022
Q1 | $4.12M | Sell |
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|
2021
Q4 | $4.4M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $1.76M | Buy |
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