SFA
CTO

Sequoia Financial Advisors’s CTO Realty Growth CTO Stock Holding History

Sequoia Financial Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,450
Closed -$423K – 1376
2024
Q4 		$423K Buy
21,450
+226
+1% +$4.45K ﹤0.01% 867
2024
Q3 		$404K Buy
+21,224
New +$404K ﹤0.01% 828