SFA
Sequoia Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
17,064
+1,307
| +8% | +$67.7K | 0.01% | 733 |
|
|
2025
Q1 | $942K | Sell |
15,757
-27,357
| -63% | -$1.64M | 0.01% | 634 |
|
|
2024
Q4 | $2.75M | Buy |
43,114
+5,853
| +16% | +$373K | 0.03% | 345 |
|
|
2024
Q3 | $2.75M | Sell |
37,261
-505
| -1% | -$37.3K | 0.03% | 308 |
|
|
2024
Q2 | $2.39M | Buy |
37,766
+4,113
| +12% | +$260K | 0.03% | 291 |
|
|
2024
Q1 | $2.35M | Sell |
33,653
-6,189
| -16% | -$433K | 0.03% | 298 |
|
|
2023
Q4 | $2.6M | Buy |
39,842
+25,127
| +171% | +$1.64M | 0.03% | 303 |
|
|
2023
Q3 | $942K | Buy |
14,715
+539
| +4% | +$34.5K | 0.02% | 352 |
|
|
2023
Q2 | $1.09M | Buy |
14,176
+2,913
| +26% | +$223K | 0.02% | 333 |
|
|
2023
Q1 | $963K | Sell |
11,263
-504
| -4% | -$43.1K | 0.02% | 324 |
|
|
2022
Q4 | $987K | Buy |
11,767
+5,835
| +98% | +$489K | 0.02% | 293 |
|
|
2022
Q3 | $454K | Sell |
5,932
-552
| -9% | -$42.2K | 0.01% | 308 |
|
|
2022
Q2 | $489K | Buy |
6,484
+617
| +11% | +$46.5K | 0.01% | 328 |
|
|
2022
Q1 | $397K | Buy |
5,867
+1,828
| +45% | +$124K | 0.01% | 416 |
|
|
2021
Q4 | $272K | Buy |
+4,039
| New | +$272K | 0.01% | 464 |
|
|
2021
Q3 | – | Sell |
-6,158
| Closed | -$375K | – | 326 |
|
|
2021
Q2 | $375K | Buy |
6,158
+10
| +0.2% | +$609 | 0.01% | 327 |
|
|
2021
Q1 | $377K | Buy |
6,148
+818
| +15% | +$50.2K | 0.02% | 300 |
|
|
2020
Q4 | $313K | Buy |
5,330
+310
| +6% | +$18.2K | 0.01% | 316 |
|
|
2020
Q3 | $310K | Sell |
5,020
-204
| -4% | -$12.6K | 0.02% | 290 |
|
|
2020
Q2 | $322K | Sell |
5,224
-1,324
| -20% | -$81.6K | 0.02% | 276 |
|
|
2020
Q1 | $346K | Sell |
6,548
-305
| -4% | -$16.1K | 0.03% | 242 |
|
|
2019
Q4 | $367K | Buy |
6,853
+1,205
| +21% | +$64.5K | 0.02% | 269 |
|
|
2019
Q3 | $311K | Sell |
5,648
-998
| -15% | -$55K | 0.02% | 271 |
|
|
2019
Q2 | $349K | Buy |
6,646
+1,038
| +19% | +$54.5K | 0.03% | 259 |
|
|
2019
Q1 | $290K | Buy |
+5,608
| New | +$290K | 0.02% | 271 |
|
|
2018
Q4 | – | Sell |
-5,320
| Closed | -$228K | – | 312 |
|
|
2018
Q3 | $228K | Sell |
5,320
-401
| -7% | -$17.2K | 0.02% | 281 |
|
|
2018
Q2 | $253K | Buy |
5,721
+1,100
| +24% | +$48.6K | 0.03% | 257 |
|
|
2018
Q1 | $208K | Buy |
+4,621
| New | +$208K | 0.02% | 282 |
|
|
2017
Q3 | – | Sell |
-4,045
| Closed | -$224K | – | 295 |
|
|
2017
Q2 | $224K | Hold |
4,045
| – | – | 0.03% | 248 |
|
|
2017
Q1 | $239K | Sell |
4,045
-100
| -2% | -$5.91K | 0.03% | 234 |
|
|
2016
Q4 | $256K | Buy |
+4,145
| New | +$256K | 0.04% | 226 |
|