Sequoia Financial Advisors’s Diamondback Energy FANG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Buy
6,520
+587
+10% +$80.6K 0.01% 727
2025
Q1
$949K Sell
5,933
-1,441
-20% -$230K 0.01% 631
2024
Q4
$1.21M Buy
7,374
+1,108
+18% +$182K 0.01% 524
2024
Q3
$1.08M Buy
6,266
+636
+11% +$110K 0.01% 518
2024
Q2
$1.13M Buy
5,630
+835
+17% +$167K 0.01% 458
2024
Q1
$950K Sell
4,795
-10,606
-69% -$2.1M 0.01% 487
2023
Q4
$2.39M Buy
15,401
+13,243
+614% +$2.05M 0.03% 317
2023
Q3
$334K Buy
2,158
+300
+16% +$46.5K 0.01% 648
2023
Q2
$244K Sell
1,858
-1,007
-35% -$132K ﹤0.01% 775
2023
Q1
$387K Buy
2,865
+871
+44% +$118K 0.01% 540
2022
Q4
$273K Buy
+1,994
New +$273K 0.01% 616