Sequoia Financial Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,846
| Closed | -$212K | – | 1224 |
|
|
2024
Q1 | $212K | Buy |
+4,846
| New | +$212K | ﹤0.01% | 1030 |
|
|
2020
Q1 | – | Sell |
-18,773
| Closed | -$698K | – | 382 |
|
|
2019
Q4 | $698K | Buy |
18,773
+13,203
| +237% | +$491K | 0.04% | 179 |
|
|
2019
Q3 | $200K | Buy |
+5,570
| New | +$200K | 0.01% | 339 |
|
|
2014
Q4 | – | Sell |
-6,760
| Closed | -$393K | – | 163 |
|
|
2014
Q3 | $393K | Buy |
6,760
+29
| +0.4% | +$1.69K | 0.27% | 90 |
|
|
2014
Q2 | $470K | Buy |
6,731
+26
| +0.4% | +$1.82K | 0.36% | 71 |
|
|
2014
Q1 | $447K | Buy |
6,705
+27
| +0.4% | +$1.8K | 0.37% | 76 |
|
|
2013
Q4 | $462K | Buy |
+6,678
| New | +$462K | 0.38% | 72 |
|