SFA
Sequoia Financial Advisors’s Farmers National Banc Corp FMNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
26,973
+1,130
| +4% | +$15.6K | ﹤0.01% | 1140 |
|
|
2025
Q1 | $337K | Sell |
25,843
-5,447
| -17% | -$71.1K | ﹤0.01% | 1005 |
|
|
2024
Q4 | $445K | Buy |
31,290
+202
| +0.6% | +$2.87K | ﹤0.01% | 844 |
|
|
2024
Q3 | $470K | Sell |
31,088
-757
| -2% | -$11.4K | 0.01% | 772 |
|
|
2024
Q2 | $398K | Hold |
31,845
| – | – | ﹤0.01% | 778 |
|
|
2024
Q1 | $425K | Sell |
31,845
-2,014
| -6% | -$26.9K | 0.01% | 737 |
|
|
2023
Q4 | $489K | Hold |
33,859
| – | – | 0.01% | 739 |
|
|
2023
Q3 | $391K | Hold |
33,859
| – | – | 0.01% | 590 |
|
|
2023
Q2 | $419K | Hold |
33,859
| – | – | 0.01% | 583 |
|
|
2023
Q1 | $428K | Buy |
33,859
+1,376
| +4% | +$17.4K | 0.01% | 510 |
|
|
2022
Q4 | $459K | Buy |
32,483
+19,007
| +141% | +$268K | 0.01% | 456 |
|
|
2022
Q3 | $176K | Hold |
13,476
| – | – | 0.01% | 494 |
|
|
2022
Q2 | $202K | Sell |
13,476
-9,399
| -41% | -$141K | 0.01% | 545 |
|
|
2022
Q1 | $390K | Hold |
22,875
| – | – | 0.01% | 422 |
|
|
2021
Q4 | $424K | Buy |
22,875
+9,622
| +73% | +$178K | 0.01% | 363 |
|
|
2021
Q3 | $208K | Sell |
13,253
-9,622
| -42% | -$151K | 0.02% | 243 |
|
|
2021
Q2 | $355K | Sell |
22,875
-155
| -0.7% | -$2.41K | 0.01% | 340 |
|
|
2021
Q1 | $385K | Hold |
23,030
| – | – | 0.02% | 297 |
|
|
2020
Q4 | $306K | Hold |
23,030
| – | – | 0.01% | 318 |
|
|
2020
Q3 | $251K | Hold |
23,030
| – | – | 0.01% | 329 |
|
|
2020
Q2 | $273K | Sell |
23,030
-127
| -0.5% | -$1.51K | 0.02% | 301 |
|
|
2020
Q1 | $269K | Buy |
23,157
+505
| +2% | +$5.87K | 0.02% | 282 |
|
|
2019
Q4 | $370K | Hold |
22,652
| – | – | 0.02% | 268 |
|
|
2019
Q3 | $328K | Sell |
22,652
-8,057
| -26% | -$117K | 0.02% | 264 |
|
|
2019
Q2 | $455K | Hold |
30,709
| – | – | 0.03% | 210 |
|
|
2019
Q1 | $423K | Hold |
30,709
| – | – | 0.03% | 213 |
|
|
2018
Q4 | $391K | Buy |
30,709
+20,519
| +201% | +$261K | 0.05% | 164 |
|
|
2018
Q3 | $156K | Hold |
10,190
| – | – | 0.02% | 305 |
|
|
2018
Q2 | $163K | Hold |
10,190
| – | – | 0.02% | 291 |
|
|
2018
Q1 | $141K | Hold |
10,190
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $150K | Buy |
+10,190
| New | +$150K | 0.02% | 292 |
|
|
2016
Q3 | – | Sell |
-14,219
| Closed | -$125K | – | 257 |
|
|
2016
Q2 | $125K | Buy |
14,219
+35
| +0.2% | +$308 | 0.04% | 241 |
|
|
2016
Q1 | $126K | Buy |
+14,184
| New | +$126K | 0.04% | 188 |
|