SFA
Sequoia Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
173,333
+23,178
| +15% | +$1.61M | 0.08% | 169 |
|
|
2025
Q1 | $9.27M | Sell |
150,155
-5,888
| -4% | -$363K | 0.07% | 197 |
|
|
2024
Q4 | $9.24M | Buy |
156,043
+23,250
| +18% | +$1.38M | 0.09% | 179 |
|
|
2024
Q3 | $7.07M | Buy |
132,793
+9,842
| +8% | +$524K | 0.08% | 180 |
|
|
2024
Q2 | $5.84M | Sell |
122,951
-164,187
| -57% | -$7.8M | 0.07% | 175 |
|
|
2024
Q1 | $14.3M | Sell |
287,138
-31,953
| -10% | -$1.59M | 0.18% | 111 |
|
|
2023
Q4 | $16.1M | Buy |
319,091
+72,149
| +29% | +$3.64M | 0.2% | 106 |
|
|
2023
Q3 | $13.3M | Sell |
246,942
-39,583
| -14% | -$2.13M | 0.23% | 82 |
|
|
2023
Q2 | $14.8M | Sell |
286,525
-70,570
| -20% | -$3.65M | 0.25% | 77 |
|
|
2023
Q1 | $18.7M | Buy |
357,095
+8,085
| +2% | +$423K | 0.41% | 41 |
|
|
2022
Q4 | $16.6M | Buy |
349,010
+115,878
| +50% | +$5.52M | 0.41% | 47 |
|
|
2022
Q3 | $9.33M | Buy |
233,132
+17,666
| +8% | +$707K | 0.29% | 66 |
|
|
2022
Q2 | $9.19M | Buy |
215,466
+21,012
| +11% | +$896K | 0.26% | 74 |
|
|
2022
Q1 | $10.8M | Buy |
194,454
+33,883
| +21% | +$1.89M | 0.27% | 74 |
|
|
2021
Q4 | $10.2M | Buy |
160,571
+128,216
| +396% | +$8.12M | 0.28% | 76 |
|
|
2021
Q3 | $1.76M | Sell |
32,355
-99,520
| -75% | -$5.42M | 0.18% | 79 |
|
|
2021
Q2 | $6.99M | Buy |
131,875
+23,770
| +22% | +$1.26M | 0.26% | 69 |
|
|
2021
Q1 | $5.59M | Buy |
108,105
+10,626
| +11% | +$549K | 0.23% | 64 |
|
|
2020
Q4 | $4.36M | Buy |
97,479
+5,395
| +6% | +$241K | 0.2% | 72 |
|
|
2020
Q3 | $3.63M | Buy |
92,084
+36,241
| +65% | +$1.43M | 0.19% | 70 |
|
|
2020
Q2 | $2.61M | Buy |
55,843
+444
| +0.8% | +$20.7K | 0.15% | 78 |
|
|
2020
Q1 | $2.18M | Buy |
55,399
+3,729
| +7% | +$147K | 0.16% | 73 |
|
|
2019
Q4 | $2.48M | Sell |
51,670
-625
| -1% | -$30K | 0.16% | 84 |
|
|
2019
Q3 | $2.58M | Buy |
52,295
+970
| +2% | +$47.9K | 0.19% | 71 |
|
|
2019
Q2 | $2.81M | Sell |
51,325
-596
| -1% | -$32.6K | 0.21% | 68 |
|
|
2019
Q1 | $2.8M | Buy |
51,921
+17,626
| +51% | +$952K | 0.23% | 63 |
|
|
2018
Q4 | $1.49M | Buy |
34,295
+2,076
| +6% | +$90K | 0.17% | 81 |
|
|
2018
Q3 | $1.57M | Sell |
32,219
-2,496
| -7% | -$121K | 0.16% | 90 |
|
|
2018
Q2 | $1.49M | Sell |
34,715
-804
| -2% | -$34.6K | 0.16% | 88 |
|
|
2018
Q1 | $1.52M | Buy |
35,519
+4,612
| +15% | +$198K | 0.16% | 91 |
|
|
2017
Q4 | $1.18M | Buy |
30,907
+1,147
| +4% | +$43.9K | 0.12% | 104 |
|
|
2017
Q3 | $1M | Buy |
29,760
+265
| +0.9% | +$8.91K | 0.12% | 106 |
|
|
2017
Q2 | $923K | Sell |
29,495
-106,571
| -78% | -$3.33M | 0.11% | 112 |
|
|
2017
Q1 | $4.6M | Buy |
136,066
+9,071
| +7% | +$307K | 0.59% | 32 |
|
|
2016
Q4 | $3.84M | Sell |
126,995
-84,164
| -40% | -$2.54M | 0.55% | 38 |
|
|
2016
Q3 | $6.7M | Buy |
211,159
+1,466
| +0.7% | +$46.5K | 1.25% | 19 |
|
|
2016
Q2 | $6.02M | Buy |
209,693
+24,515
| +13% | +$703K | 1.69% | 15 |
|
|
2016
Q1 | $5.27M | Buy |
185,178
+23,875
| +15% | +$680K | 1.7% | 15 |
|
|
2015
Q4 | $4.38M | Buy |
161,303
+18,818
| +13% | +$511K | 1.77% | 14 |
|
|
2015
Q3 | $3.74M | Buy |
142,485
+27,418
| +24% | +$720K | 1.63% | 16 |
|
|
2015
Q2 | $3.16M | Buy |
115,067
+5,610
| +5% | +$154K | 1.33% | 14 |
|
|
2015
Q1 | $3.01M | Buy |
109,457
+41,366
| +61% | +$1.14M | 1.38% | 16 |
|
|
2014
Q4 | $1.89M | Sell |
68,091
-34,739
| -34% | -$966K | 1.29% | 18 |
|
|
2014
Q3 | $2.59M | Buy |
102,830
+2,353
| +2% | +$59.2K | 1.79% | 10 |
|
|
2014
Q2 | $2.5M | Buy |
100,477
+41,515
| +70% | +$1.03M | 1.9% | 9 |
|
|
2014
Q1 | $1.32M | Buy |
58,962
+38,737
| +192% | +$869K | 1.1% | 15 |
|
|
2013
Q4 | $454K | Buy |
+20,225
| New | +$454K | 0.38% | 74 |
|