Sequoia Financial Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
50,579
+4,506
| +10% | +$362K | 0.03% | 315 |
|
|
2025
Q1 | $3.65M | Buy |
46,073
+36,310
| +372% | +$2.88M | 0.03% | 318 |
|
|
2024
Q4 | $699K | Buy |
9,763
+2,328
| +31% | +$167K | 0.01% | 690 |
|
|
2024
Q3 | $561K | Buy |
7,435
+1,507
| +25% | +$114K | 0.01% | 708 |
|
|
2024
Q2 | $439K | Buy |
5,928
+504
| +9% | +$37.4K | 0.01% | 741 |
|
|
2024
Q1 | $524K | Sell |
5,424
-7,095
| -57% | -$685K | 0.01% | 670 |
|
|
2023
Q4 | $1.09M | Buy |
12,519
+7,373
| +143% | +$644K | 0.01% | 499 |
|
|
2023
Q3 | $396K | Buy |
5,146
+75
| +1% | +$5.77K | 0.01% | 585 |
|
|
2023
Q2 | $451K | Buy |
5,071
+987
| +24% | +$87.8K | 0.01% | 551 |
|
|
2023
Q1 | $281K | Sell |
4,084
-626
| -13% | -$43.1K | 0.01% | 649 |
|
|
2022
Q4 | $364K | Buy |
+4,710
| New | +$364K | 0.01% | 526 |
|
|
2015
Q1 | – | Sell |
-11,020
| Closed | -$202K | – | 183 |
|
|
2014
Q4 | $202K | Buy |
+11,020
| New | +$202K | 0.14% | 154 |
|
|
2014
Q3 | – | Sell |
-15,670
| Closed | -$248K | – | 165 |
|
|
2014
Q2 | $248K | Buy |
15,670
+700
| +5% | +$11.1K | 0.19% | 129 |
|
|
2014
Q1 | $280K | Buy |
14,970
+1,620
| +12% | +$30.3K | 0.23% | 111 |
|
|
2013
Q4 | $246K | Buy |
+13,350
| New | +$246K | 0.2% | 114 |
|