Sequoia Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $438K | Sell |
|
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $205K | Hold |
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|
2020
Q3 | $207K | Hold |
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|
2020
Q2 | $203K | Buy |
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