Sequoia Financial Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
2,697
+13
| +0.5% | +$5.73K | 0.01% | 625 |
|
|
2025
Q1 | $1.13M | Buy |
2,684
+84
| +3% | +$35.3K | 0.01% | 576 |
|
|
2024
Q4 | $1.11M | Sell |
2,600
-86
| -3% | -$36.6K | 0.01% | 551 |
|
|
2024
Q3 | $1.14M | Sell |
2,686
-370
| -12% | -$157K | 0.01% | 508 |
|
|
2024
Q2 | $1.2M | Sell |
3,056
-62
| -2% | -$24.3K | 0.01% | 440 |
|
|
2024
Q1 | $1.24M | Sell |
3,118
-478
| -13% | -$190K | 0.02% | 425 |
|
|
2023
Q4 | $1.36M | Buy |
3,596
+1,155
| +47% | +$435K | 0.02% | 445 |
|
|
2023
Q3 | $817K | Sell |
2,441
-208
| -8% | -$69.7K | 0.01% | 384 |
|
|
2023
Q2 | $911K | Sell |
2,649
-144
| -5% | -$49.5K | 0.02% | 365 |
|
|
2023
Q1 | $929K | Buy |
2,793
+21
| +0.8% | +$6.98K | 0.02% | 331 |
|
|
2022
Q4 | $919K | Buy |
2,772
+4
| +0.1% | +$1.33K | 0.02% | 303 |
|
|
2022
Q3 | $795K | Sell |
2,768
-97
| -3% | -$27.9K | 0.03% | 234 |
|
|
2022
Q2 | $882K | Buy |
2,865
+11
| +0.4% | +$3.39K | 0.02% | 248 |
|
|
2022
Q1 | $990K | Sell |
2,854
-365
| -11% | -$127K | 0.02% | 258 |
|
|
2021
Q4 | $1.17M | Buy |
3,219
+2,419
| +302% | +$879K | 0.03% | 226 |
|
|
2021
Q3 | $271K | Sell |
800
-1,790
| -69% | -$606K | 0.03% | 218 |
|
|
2021
Q2 | $894K | Buy |
2,590
+556
| +27% | +$192K | 0.03% | 214 |
|
|
2021
Q1 | $672K | Hold |
2,034
| – | – | 0.03% | 223 |
|
|
2020
Q4 | $622K | Hold |
2,034
| – | – | 0.03% | 221 |
|
|
2020
Q3 | $564K | Sell |
2,034
-30
| -1% | -$8.32K | 0.03% | 211 |
|
|
2020
Q2 | $532K | Buy |
2,064
+35
| +2% | +$9.02K | 0.03% | 208 |
|
|
2020
Q1 | $445K | Sell |
2,029
-71
| -3% | -$15.6K | 0.03% | 209 |
|
|
2019
Q4 | $599K | Buy |
2,100
+1,000
| +91% | +$285K | 0.04% | 195 |
|
|
2019
Q3 | $296K | Hold |
1,100
| – | – | 0.02% | 279 |
|
|
2019
Q2 | $292K | Hold |
1,100
| – | – | 0.02% | 285 |
|
|
2019
Q1 | $285K | Sell |
1,100
-2,598
| -70% | -$673K | 0.02% | 275 |
|
|
2018
Q4 | $862K | Buy |
3,698
+488
| +15% | +$114K | 0.1% | 111 |
|
|
2018
Q3 | $849K | Buy |
3,210
+11
| +0.3% | +$2.91K | 0.08% | 121 |
|
|
2018
Q2 | $776K | Buy |
3,199
+12
| +0.4% | +$2.91K | 0.08% | 119 |
|
|
2018
Q1 | $769K | Sell |
3,187
-78
| -2% | -$18.8K | 0.08% | 124 |
|
|
2017
Q4 | $808K | Buy |
3,265
+11
| +0.3% | +$2.72K | 0.09% | 127 |
|
|
2017
Q3 | $728K | Sell |
3,254
-435
| -12% | -$97.3K | 0.09% | 123 |
|
|
2017
Q2 | $787K | Buy |
3,689
+16
| +0.4% | +$3.41K | 0.1% | 125 |
|
|
2017
Q1 | $758K | Sell |
3,673
-584
| -14% | -$121K | 0.1% | 119 |
|
|
2016
Q4 | $841K | Sell |
4,257
-1,069
| -20% | -$211K | 0.12% | 113 |
|
|
2016
Q3 | $974K | Buy |
5,326
+616
| +13% | +$113K | 0.18% | 84 |
|
|
2016
Q2 | $843K | Buy |
4,710
+2,315
| +97% | +$414K | 0.24% | 85 |
|
|
2016
Q1 | $423K | Buy |
2,395
+15
| +0.6% | +$2.65K | 0.14% | 105 |
|
|
2015
Q4 | $414K | Buy |
2,380
+13
| +0.5% | +$2.26K | 0.17% | 96 |
|
|
2015
Q3 | $385K | Buy |
2,367
+17
| +0.7% | +$2.77K | 0.17% | 100 |
|
|
2015
Q2 | $413K | Buy |
2,350
+342
| +17% | +$60.1K | 0.17% | 106 |
|
|
2015
Q1 | $357K | Buy |
2,008
+11
| +0.6% | +$1.96K | 0.16% | 114 |
|
|
2014
Q4 | $355K | Sell |
1,997
-149
| -7% | -$26.5K | 0.24% | 91 |
|
|
2014
Q3 | $365K | Buy |
2,146
+200
| +10% | +$34K | 0.25% | 99 |
|
|
2014
Q2 | $327K | Buy |
1,946
+9
| +0.5% | +$1.51K | 0.25% | 93 |
|
|
2014
Q1 | $318K | Buy |
1,937
+11
| +0.6% | +$1.81K | 0.26% | 100 |
|
|
2013
Q4 | $319K | Buy |
+1,926
| New | +$319K | 0.26% | 95 |
|