SFA
Sequoia Financial Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
448,513
+192,460
| +75% | +$13.2M | 0.21% | 93 |
|
|
2025
Q1 | $19.1M | Buy |
256,053
+197,115
| +334% | +$14.7M | 0.15% | 123 |
|
|
2024
Q4 | $4.49M | Buy |
58,938
+4,004
| +7% | +$305K | 0.04% | 264 |
|
|
2024
Q3 | $4.9M | Buy |
54,934
+14,322
| +35% | +$1.28M | 0.05% | 217 |
|
|
2024
Q2 | $3.27M | Buy |
40,612
+28,553
| +237% | +$2.3M | 0.04% | 243 |
|
|
2024
Q1 | $925K | Sell |
12,059
-4,561
| -27% | -$350K | 0.01% | 493 |
|
|
2023
Q4 | $1.28M | Buy |
16,620
+5,395
| +48% | +$415K | 0.02% | 461 |
|
|
2023
Q3 | $837K | Sell |
11,225
-32
| -0.3% | -$2.39K | 0.01% | 378 |
|
|
2023
Q2 | $804K | Buy |
11,257
+850
| +8% | +$60.7K | 0.01% | 394 |
|
|
2023
Q1 | $747K | Sell |
10,407
-280
| -3% | -$20.1K | 0.02% | 369 |
|
|
2022
Q4 | $733K | Buy |
10,687
+1,408
| +15% | +$96.6K | 0.02% | 356 |
|
|
2022
Q3 | $468K | Buy |
9,279
+159
| +2% | +$8.02K | 0.01% | 301 |
|
|
2022
Q2 | $507K | Buy |
9,120
+118
| +1% | +$6.56K | 0.01% | 321 |
|
|
2022
Q1 | $663K | Buy |
9,002
+477
| +6% | +$35.1K | 0.02% | 302 |
|
|
2021
Q4 | $689K | Buy |
+8,525
| New | +$689K | 0.02% | 274 |
|
|
2021
Q3 | – | Sell |
-9,811
| Closed | -$759K | – | 303 |
|
|
2021
Q2 | $759K | Sell |
9,811
-2,351
| -19% | -$182K | 0.03% | 231 |
|
|
2021
Q1 | $940K | Sell |
12,162
-115,462
| -90% | -$8.92M | 0.04% | 195 |
|
|
2020
Q4 | $9.08M | Buy |
127,624
+61,051
| +92% | +$4.34M | 0.41% | 39 |
|
|
2020
Q3 | $3.69M | Buy |
66,573
+57,867
| +665% | +$3.21M | 0.19% | 69 |
|
|
2020
Q2 | $463K | Buy |
8,706
+571
| +7% | +$30.4K | 0.03% | 227 |
|
|
2020
Q1 | $277K | Sell |
8,135
-1,870
| -19% | -$63.7K | 0.02% | 277 |
|
|
2019
Q4 | $642K | Buy |
+10,005
| New | +$642K | 0.04% | 187 |
|
|
2019
Q3 | – | Sell |
-12,678
| Closed | -$952K | – | 365 |
|
|
2019
Q2 | $952K | Sell |
12,678
-30,247
| -70% | -$2.27M | 0.07% | 129 |
|
|
2019
Q1 | $2.29M | Buy |
42,925
+27,387
| +176% | +$1.46M | 0.19% | 77 |
|
|
2018
Q4 | $831K | Buy |
15,538
+1,121
| +8% | +$60K | 0.1% | 116 |
|
|
2018
Q3 | $927K | Sell |
14,417
-202
| -1% | -$13K | 0.09% | 118 |
|
|
2018
Q2 | $964K | Sell |
14,619
-382
| -3% | -$25.2K | 0.1% | 113 |
|
|
2018
Q1 | $956K | Buy |
15,001
+4,561
| +44% | +$291K | 0.1% | 112 |
|
|
2017
Q4 | $744K | Buy |
10,440
+370
| +4% | +$26.4K | 0.08% | 129 |
|
|
2017
Q3 | $697K | Buy |
10,070
+1,826
| +22% | +$126K | 0.08% | 126 |
|
|
2017
Q2 | $520K | Sell |
8,244
-1,165
| -12% | -$73.5K | 0.06% | 144 |
|
|
2017
Q1 | $598K | Hold |
9,409
| – | – | 0.08% | 127 |
|
|
2016
Q4 | $538K | Buy |
9,409
+1,657
| +21% | +$94.7K | 0.08% | 129 |
|
|
2016
Q3 | $402K | Buy |
7,752
+870
| +13% | +$45.1K | 0.07% | 134 |
|
|
2016
Q2 | $342K | Buy |
6,882
+421
| +7% | +$20.9K | 0.1% | 155 |
|
|
2016
Q1 | $329K | Buy |
6,461
+827
| +15% | +$42.1K | 0.11% | 131 |
|
|
2015
Q4 | $290K | Buy |
+5,634
| New | +$290K | 0.12% | 132 |
|
|
2015
Q3 | – | Sell |
-29,314
| Closed | -$1.5M | – | 180 |
|
|
2015
Q2 | $1.5M | Buy |
29,314
+1,765
| +6% | +$90.3K | 0.63% | 29 |
|
|
2015
Q1 | $1.32M | Buy |
27,549
+985
| +4% | +$47.3K | 0.61% | 32 |
|
|
2014
Q4 | $1.21M | Buy |
26,564
+20,467
| +336% | +$934K | 0.83% | 26 |
|
|
2014
Q3 | $320K | Hold |
6,097
| – | – | 0.22% | 106 |
|
|
2014
Q2 | $314K | Hold |
6,097
| – | – | 0.24% | 96 |
|
|
2014
Q1 | $296K | Buy |
6,097
+1
| +0% | +$49 | 0.25% | 106 |
|
|
2013
Q4 | $271K | Buy |
+6,096
| New | +$271K | 0.22% | 104 |
|