SFA
Sequoia Financial Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
21,104
+7,353
| +53% | +$195K | ﹤0.01% | 937 |
|
|
2025
Q1 | $480K | Sell |
13,751
-2,294
| -14% | -$80.1K | ﹤0.01% | 860 |
|
|
2024
Q4 | $644K | Sell |
16,045
-4,844
| -23% | -$194K | 0.01% | 719 |
|
|
2024
Q3 | $1.14M | Sell |
20,889
-18,695
| -47% | -$1.02M | 0.01% | 507 |
|
|
2024
Q2 | $2.1M | Buy |
39,584
+2,668
| +7% | +$142K | 0.03% | 315 |
|
|
2024
Q1 | $2.14M | Sell |
36,916
-2,125
| -5% | -$123K | 0.03% | 312 |
|
|
2023
Q4 | $2.14M | Buy |
39,041
+25,792
| +195% | +$1.41M | 0.03% | 344 |
|
|
2023
Q3 | $683K | Sell |
13,249
-308
| -2% | -$15.9K | 0.01% | 426 |
|
|
2023
Q2 | $722K | Buy |
13,557
+16
| +0.1% | +$852 | 0.01% | 414 |
|
|
2023
Q1 | $742K | Buy |
13,541
+996
| +8% | +$54.6K | 0.02% | 372 |
|
|
2022
Q4 | $632K | Buy |
12,545
+2,650
| +27% | +$134K | 0.02% | 379 |
|
|
2022
Q3 | $435K | Sell |
9,895
-1,027
| -9% | -$45.1K | 0.01% | 312 |
|
|
2022
Q2 | $564K | Buy |
10,922
+489
| +5% | +$25.3K | 0.02% | 305 |
|
|
2022
Q1 | $665K | Buy |
10,433
+1,894
| +22% | +$121K | 0.02% | 301 |
|
|
2021
Q4 | $484K | Buy |
+8,539
| New | +$484K | 0.01% | 330 |
|
|
2021
Q3 | – | Sell |
-9,420
| Closed | -$596K | – | 310 |
|
|
2021
Q2 | $596K | Buy |
9,420
+710
| +8% | +$44.9K | 0.02% | 253 |
|
|
2021
Q1 | $557K | Buy |
8,710
+100
| +1% | +$6.4K | 0.02% | 249 |
|
|
2020
Q4 | $478K | Sell |
8,610
-493
| -5% | -$27.4K | 0.02% | 254 |
|
|
2020
Q3 | $428K | Sell |
9,103
-388
| -4% | -$18.2K | 0.02% | 245 |
|
|
2020
Q2 | $387K | Sell |
9,491
-450
| -5% | -$18.3K | 0.02% | 252 |
|
|
2020
Q1 | $291K | Sell |
9,941
-2,456
| -20% | -$71.9K | 0.02% | 274 |
|
|
2019
Q4 | $678K | Buy |
+12,397
| New | +$678K | 0.04% | 182 |
|
|
2019
Q3 | – | Sell |
-13,515
| Closed | -$666K | – | 366 |
|
|
2019
Q2 | $666K | Buy |
+13,515
| New | +$666K | 0.05% | 160 |
|