Sequoia Financial Advisors’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
16,754
+1,665
| +11% | +$48.8K | ﹤0.01% | 996 |
|
|
2025
Q1 | $360K | Buy |
15,089
+900
| +6% | +$21.4K | ﹤0.01% | 985 |
|
|
2024
Q4 | $242K | Buy |
14,189
+537
| +4% | +$9.16K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $236K | Buy |
13,652
+26
| +0.2% | +$450 | ﹤0.01% | 1090 |
|
|
2024
Q2 | $217K | Buy |
13,626
+86
| +0.6% | +$1.37K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $214K | Sell |
13,540
-269
| -2% | -$4.24K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $187K | Buy |
13,809
+2,316
| +20% | +$31.4K | ﹤0.01% | 1112 |
|
|
2023
Q3 | $126K | Sell |
11,493
-650
| -5% | -$7.14K | ﹤0.01% | 896 |
|
|
2023
Q2 | $128K | Sell |
12,143
-503
| -4% | -$5.3K | ﹤0.01% | 896 |
|
|
2023
Q1 | $129K | Buy |
12,646
+2,628
| +26% | +$26.8K | ﹤0.01% | 788 |
|
|
2022
Q4 | $115K | Buy |
+10,018
| New | +$115K | ﹤0.01% | 763 |
|