Sequoia Financial Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
141,149
+33,436
| +31% | +$1.67M | 0.05% | 219 |
|
|
2025
Q1 | $3.56M | Buy |
107,713
+7,637
| +8% | +$253K | 0.03% | 322 |
|
|
2024
Q4 | $3.84M | Buy |
100,076
+5,348
| +6% | +$205K | 0.04% | 290 |
|
|
2024
Q3 | $3.17M | Buy |
94,728
+2,573
| +3% | +$86K | 0.03% | 282 |
|
|
2024
Q2 | $2.72M | Buy |
92,155
+3,302
| +4% | +$97.4K | 0.03% | 267 |
|
|
2024
Q1 | $2.54M | Sell |
88,853
-33,263
| -27% | -$952K | 0.03% | 288 |
|
|
2023
Q4 | $2.8M | Buy |
+122,116
| New | +$2.8M | 0.03% | 290 |
|
|
2014
Q3 | – | Sell |
-14,708
| Closed | -$123K | – | 169 |
|
|
2014
Q2 | $123K | Hold |
14,708
| – | – | 0.09% | 155 |
|
|
2014
Q1 | $102K | Buy |
14,708
+294
| +2% | +$2.04K | 0.08% | 154 |
|
|
2013
Q4 | $84K | Buy |
+14,414
| New | +$84K | 0.07% | 148 |
|