Sequoia Financial Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Buy |
108,256
+56,866
| +111% | +$20.3M | 0.26% | 78 |
|
|
2025
Q1 | $14M | Buy |
51,390
+1,697
| +3% | +$461K | 0.11% | 163 |
|
|
2024
Q4 | $16.5M | Buy |
49,693
+1,930
| +4% | +$641K | 0.16% | 127 |
|
|
2024
Q3 | $15.8M | Buy |
47,763
+17,898
| +60% | +$5.93M | 0.17% | 119 |
|
|
2024
Q2 | $9.36M | Buy |
29,865
+2,827
| +10% | +$886K | 0.11% | 139 |
|
|
2024
Q1 | $8.45M | Sell |
27,038
-2,462
| -8% | -$770K | 0.11% | 149 |
|
|
2023
Q4 | $7.1M | Buy |
29,500
+10,572
| +56% | +$2.55M | 0.09% | 180 |
|
|
2023
Q3 | $4.04M | Buy |
18,928
+1,126
| +6% | +$240K | 0.07% | 167 |
|
|
2023
Q2 | $3.58M | Sell |
17,802
-1,640
| -8% | -$330K | 0.06% | 185 |
|
|
2023
Q1 | $3.33M | Sell |
19,442
-3,331
| -15% | -$571K | 0.07% | 168 |
|
|
2022
Q4 | $3.57M | Buy |
22,773
+17,025
| +296% | +$2.67M | 0.09% | 151 |
|
|
2022
Q3 | $767K | Sell |
5,748
-85
| -1% | -$11.3K | 0.02% | 237 |
|
|
2022
Q2 | $735K | Sell |
5,833
-1,993
| -25% | -$251K | 0.02% | 264 |
|
|
2022
Q1 | $1.19M | Sell |
7,826
-11,137
| -59% | -$1.69M | 0.03% | 234 |
|
|
2021
Q4 | $3.28M | Buy |
18,963
+17,491
| +1,188% | +$3.02M | 0.09% | 139 |
|
|
2021
Q3 | $220K | Sell |
1,472
-16,854
| -92% | -$2.52M | 0.02% | 238 |
|
|
2021
Q2 | $2.72M | Buy |
18,326
+11,684
| +176% | +$1.73M | 0.1% | 125 |
|
|
2021
Q1 | $918K | Sell |
6,642
-593
| -8% | -$82K | 0.04% | 197 |
|
|
2020
Q4 | $869K | Buy |
7,235
+573
| +9% | +$68.8K | 0.04% | 196 |
|
|
2020
Q3 | $680K | Sell |
6,662
-71
| -1% | -$7.25K | 0.04% | 195 |
|
|
2020
Q2 | $589K | Sell |
6,733
-25
| -0.4% | -$2.19K | 0.03% | 200 |
|
|
2020
Q1 | $525K | Buy |
6,758
+333
| +5% | +$25.9K | 0.04% | 193 |
|
|
2019
Q4 | $609K | Buy |
6,425
+269
| +4% | +$25.5K | 0.04% | 193 |
|
|
2019
Q3 | $512K | Buy |
6,156
+74
| +1% | +$6.16K | 0.04% | 195 |
|
|
2019
Q2 | $506K | Buy |
6,082
+1,972
| +48% | +$164K | 0.04% | 186 |
|
|
2019
Q1 | $331K | Buy |
+4,110
| New | +$331K | 0.03% | 253 |
|
|
2016
Q3 | – | Sell |
-16,165
| Closed | -$966K | – | 253 |
|
|
2016
Q2 | $966K | Sell |
16,165
-5,039
| -24% | -$301K | 0.27% | 73 |
|
|
2016
Q1 | $1.33M | Buy |
21,204
+20
| +0.1% | +$1.25K | 0.43% | 50 |
|
|
2015
Q4 | $1.1M | Sell |
21,184
-5,281
| -20% | -$275K | 0.44% | 46 |
|
|
2015
Q3 | $1.36M | Buy |
26,465
+178
| +0.7% | +$9.13K | 0.59% | 37 |
|
|
2015
Q2 | $1.77M | Buy |
26,287
+33
| +0.1% | +$2.23K | 0.75% | 22 |
|
|
2015
Q1 | $1.78M | Hold |
26,254
| – | – | 0.82% | 27 |
|
|
2014
Q4 | $1.78M | Buy |
+26,254
| New | +$1.78M | 1.22% | 20 |
|