SFA
Sequoia Financial Advisors’s Caesars Entertainment CZR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.9M | Sell |
594,998
-610,915
| -51% | -$17.3M | 0.12% | 137 |
|
2025
Q1 | $30.1M | Buy |
+1,205,913
| New | +$30.1M | 0.23% | 89 |
|
2024
Q3 | – | Sell |
-801,237
| Closed | -$31.8M | – | 1290 |
|
2024
Q2 | $31.8M | Buy |
801,237
+518,369
| +183% | +$20.6M | 0.38% | 64 |
|
2024
Q1 | $12.4M | Sell |
282,868
-1,150,773
| -80% | -$50.3M | 0.15% | 122 |
|
2023
Q4 | $67.2M | Buy |
1,433,641
+387,391
| +37% | +$18.2M | 0.83% | 26 |
|
2023
Q3 | $48.5M | Sell |
1,046,250
-127,610
| -11% | -$5.91M | 0.85% | 26 |
|
2023
Q2 | $59.8M | Buy |
+1,173,860
| New | +$59.8M | 1.03% | 23 |
|