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 |
|