Sequoia Financial Advisors’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.69M Buy
103,431
+7,236
+8% +$328K 0.03% 290
2025
Q1
$4.26M Buy
96,195
+2,968
+3% +$132K 0.03% 296
2024
Q4
$3.96M Sell
93,227
-2,188
-2% -$92.8K 0.04% 284
2024
Q3
$3.87M Buy
95,415
+76,072
+393% +$3.09M 0.04% 251
2024
Q2
$688K Sell
19,343
-8,890
-31% -$316K 0.01% 584
2024
Q1
$1.02M Sell
28,233
-4,885
-15% -$177K 0.01% 472
2023
Q4
$1.19M Buy
33,118
+18,806
+131% +$677K 0.01% 476
2023
Q3
$480K Sell
14,312
-4,580
-24% -$154K 0.01% 534
2023
Q2
$702K Sell
18,892
-2,093
-10% -$77.8K 0.01% 426
2023
Q1
$801K Sell
20,985
-2,358
-10% -$90K 0.02% 358
2022
Q4
$913K Buy
23,343
+9,437
+68% +$369K 0.02% 306
2022
Q3
$516K Sell
13,906
-873
-6% -$32.4K 0.02% 288
2022
Q2
$625K Buy
14,779
+985
+7% +$41.7K 0.02% 292
2022
Q1
$636K Buy
13,794
+2,372
+21% +$109K 0.02% 311
2021
Q4
$446K Buy
+11,422
New +$446K 0.01% 350
2021
Q3
Sell
-9,818
Closed -$393K 317
2021
Q2
$393K Buy
9,818
+1,587
+19% +$63.5K 0.01% 319
2021
Q1
$300K Sell
8,231
-154
-2% -$5.61K 0.01% 335
2020
Q4
$268K Sell
8,385
-826
-9% -$26.4K 0.01% 338
2020
Q3
$269K Sell
9,211
-628
-6% -$18.3K 0.01% 312
2020
Q2
$299K Sell
9,839
-570
-5% -$17.3K 0.02% 291
2020
Q1
$303K Buy
10,409
+470
+5% +$13.7K 0.02% 268
2019
Q4
$395K Sell
9,939
-765
-7% -$30.4K 0.03% 255
2019
Q3
$375K Sell
10,704
-266
-2% -$9.32K 0.03% 238
2019
Q2
$396K Buy
10,970
+394
+4% +$14.2K 0.03% 231
2019
Q1
$383K Buy
10,576
+838
+9% +$30.3K 0.03% 234
2018
Q4
$303K Buy
9,738
+2,627
+37% +$81.7K 0.04% 205
2018
Q3
$230K Sell
7,111
-230
-3% -$7.44K 0.02% 277
2018
Q2
$262K Buy
7,341
+58
+0.8% +$2.07K 0.03% 250
2018
Q1
$229K Sell
7,283
-100
-1% -$3.14K 0.02% 265
2017
Q4
$289K Buy
7,383
+492
+7% +$19.3K 0.03% 227
2017
Q3
$288K Buy
6,891
+353
+5% +$14.8K 0.03% 215
2017
Q2
$260K Buy
6,538
+1,490
+30% +$59.3K 0.03% 229
2017
Q1
$211K Buy
+5,048
New +$211K 0.03% 252