SFA
Sequoia Financial Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
443,407
+16,527
| +4% | +$590K | 0.11% | 144 |
|
|
2025
Q1 | $15.8M | Sell |
426,880
-18,379
| -4% | -$678K | 0.12% | 145 |
|
|
2024
Q4 | $16.7M | Buy |
445,259
+54,521
| +14% | +$2.05M | 0.16% | 125 |
|
|
2024
Q3 | $16.3M | Buy |
390,738
+145,012
| +59% | +$6.06M | 0.18% | 117 |
|
|
2024
Q2 | $9.62M | Sell |
245,726
-787
| -0.3% | -$30.8K | 0.12% | 134 |
|
|
2024
Q1 | $10.7M | Sell |
246,513
-44,790
| -15% | -$1.94M | 0.13% | 136 |
|
|
2023
Q4 | $12.8M | Buy |
291,303
+38,888
| +15% | +$1.71M | 0.16% | 126 |
|
|
2023
Q3 | $11.2M | Sell |
252,415
-3,862
| -2% | -$171K | 0.2% | 92 |
|
|
2023
Q2 | $10.6M | Buy |
256,277
+195,418
| +321% | +$8.12M | 0.18% | 96 |
|
|
2023
Q1 | $2.31M | Sell |
60,859
-9,632
| -14% | -$365K | 0.05% | 204 |
|
|
2022
Q4 | $2.47M | Sell |
70,491
-155,440
| -69% | -$5.44M | 0.06% | 182 |
|
|
2022
Q3 | $6.63M | Buy |
225,931
+5,260
| +2% | +$154K | 0.21% | 90 |
|
|
2022
Q2 | $8.66M | Buy |
220,671
+5,069
| +2% | +$199K | 0.24% | 78 |
|
|
2022
Q1 | $10.1M | Buy |
215,602
+16,870
| +8% | +$790K | 0.25% | 79 |
|
|
2021
Q4 | $10M | Buy |
198,732
+150,375
| +311% | +$7.57M | 0.27% | 78 |
|
|
2021
Q3 | $2.71M | Sell |
48,357
-104,733
| -68% | -$5.86M | 0.27% | 59 |
|
|
2021
Q2 | $8.73M | Sell |
153,090
-29,804
| -16% | -$1.7M | 0.32% | 56 |
|
|
2021
Q1 | $9.9M | Buy |
182,894
+7,877
| +5% | +$426K | 0.41% | 39 |
|
|
2020
Q4 | $9.17M | Buy |
175,017
+12,493
| +8% | +$655K | 0.42% | 36 |
|
|
2020
Q3 | $7.52M | Buy |
162,524
+17,229
| +12% | +$797K | 0.4% | 40 |
|
|
2020
Q2 | $5.66M | Buy |
145,295
+18,893
| +15% | +$737K | 0.34% | 46 |
|
|
2020
Q1 | $4.35M | Sell |
126,402
-8,202
| -6% | -$282K | 0.32% | 43 |
|
|
2019
Q4 | $6.05M | Sell |
134,604
-4,102
| -3% | -$184K | 0.38% | 37 |
|
|
2019
Q3 | $6.25M | Sell |
138,706
-3,554
| -2% | -$160K | 0.45% | 27 |
|
|
2019
Q2 | $6.02M | Buy |
142,260
+57,321
| +67% | +$2.42M | 0.45% | 30 |
|
|
2019
Q1 | $3.4M | Buy |
84,939
+73,924
| +671% | +$2.96M | 0.28% | 55 |
|
|
2018
Q4 | $375K | Buy |
11,015
+886
| +9% | +$30.2K | 0.04% | 168 |
|
|
2018
Q3 | $359K | Buy |
10,129
+15
| +0.1% | +$532 | 0.04% | 201 |
|
|
2018
Q2 | $332K | Sell |
10,114
-389
| -4% | -$12.8K | 0.04% | 210 |
|
|
2018
Q1 | $359K | Buy |
10,503
+205
| +2% | +$7.01K | 0.04% | 205 |
|
|
2017
Q4 | $412K | Buy |
10,298
+2,180
| +27% | +$87.2K | 0.04% | 190 |
|
|
2017
Q3 | $312K | Buy |
8,118
+478
| +6% | +$18.4K | 0.04% | 208 |
|
|
2017
Q2 | $297K | Sell |
7,640
-134
| -2% | -$5.21K | 0.04% | 207 |
|
|
2017
Q1 | $292K | Buy |
7,774
+3,781
| +95% | +$142K | 0.04% | 201 |
|
|
2016
Q4 | $276K | Buy |
+3,993
| New | +$276K | 0.04% | 208 |
|
|
2016
Q3 | – | Sell |
-3,493
| Closed | -$228K | – | 252 |
|
|
2016
Q2 | $228K | Buy |
+3,493
| New | +$228K | 0.06% | 207 |
|