SFA
Sequoia Financial Advisors’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
73,596
-1,765
| -2% | -$59.4K | 0.02% | 417 |
|
|
2025
Q1 | $2.38M | Sell |
75,361
-35,563
| -32% | -$1.12M | 0.02% | 392 |
|
|
2024
Q4 | $3.31M | Buy |
110,924
+2,216
| +2% | +$66.2K | 0.03% | 313 |
|
|
2024
Q3 | $3.24M | Buy |
108,708
+45,705
| +73% | +$1.36M | 0.03% | 279 |
|
|
2024
Q2 | $1.82M | Buy |
63,003
+2,442
| +4% | +$70.4K | 0.02% | 347 |
|
|
2024
Q1 | $1.6M | Sell |
60,561
-23,693
| -28% | -$626K | 0.02% | 367 |
|
|
2023
Q4 | $2.01M | Buy |
84,254
+31,912
| +61% | +$761K | 0.02% | 351 |
|
|
2023
Q3 | $1.21M | Buy |
52,342
+786
| +2% | +$18.2K | 0.02% | 302 |
|
|
2023
Q2 | $1.19M | Buy |
51,556
+6,085
| +13% | +$140K | 0.02% | 315 |
|
|
2023
Q1 | $981K | Buy |
45,471
+11,950
| +36% | +$258K | 0.02% | 317 |
|
|
2022
Q4 | $734K | Buy |
33,521
+5,888
| +21% | +$129K | 0.02% | 355 |
|
|
2022
Q3 | $579K | Sell |
27,633
-7,628
| -22% | -$160K | 0.02% | 272 |
|
|
2022
Q2 | $626K | Buy |
35,261
+2,102
| +6% | +$37.3K | 0.02% | 291 |
|
|
2022
Q1 | $628K | Buy |
33,159
+11,145
| +51% | +$211K | 0.02% | 315 |
|
|
2021
Q4 | $436K | Buy |
+22,014
| New | +$436K | 0.01% | 355 |
|
|
2020
Q3 | – | Sell |
-11,276
| Closed | -$105K | – | 391 |
|
|
2020
Q2 | $105K | Sell |
11,276
-1
| -0% | -$9 | 0.01% | 358 |
|
|
2020
Q1 | $96K | Sell |
11,277
-448
| -4% | -$3.81K | 0.01% | 348 |
|
|
2019
Q4 | $177K | Buy |
11,725
+322
| +3% | +$4.86K | 0.01% | 365 |
|
|
2019
Q3 | $139K | Buy |
11,403
+136
| +1% | +$1.66K | 0.01% | 345 |
|
|
2019
Q2 | $142K | Sell |
11,267
-1,253
| -10% | -$15.8K | 0.01% | 358 |
|
|
2019
Q1 | $143K | Hold |
12,520
| – | – | 0.01% | 351 |
|
|
2018
Q4 | $129K | Hold |
12,520
| – | – | 0.01% | 281 |
|
|
2018
Q3 | $106K | Sell |
12,520
-1,109
| -8% | -$9.39K | 0.01% | 310 |
|
|
2018
Q2 | $109K | Hold |
13,629
| – | – | 0.01% | 295 |
|
|
2018
Q1 | $121K | Buy |
13,629
+385
| +3% | +$3.42K | 0.01% | 295 |
|
|
2017
Q4 | $129K | Sell |
13,244
-367
| -3% | -$3.58K | 0.01% | 294 |
|
|
2017
Q3 | $117K | Sell |
13,611
-3
| -0% | -$26 | 0.01% | 279 |
|
|
2017
Q2 | $122K | Buy |
13,614
+1,238
| +10% | +$11.1K | 0.02% | 274 |
|
|
2017
Q1 | $106K | Hold |
12,376
| – | – | 0.01% | 274 |
|
|
2016
Q4 | $93K | Buy |
+12,376
| New | +$93K | 0.01% | 265 |
|
|
2016
Q1 | – | Sell |
-25,198
| Closed | -$197K | – | 208 |
|
|
2015
Q4 | $197K | Sell |
25,198
-1,609
| -6% | -$12.6K | 0.08% | 164 |
|
|
2015
Q3 | $225K | Sell |
26,807
-1,967
| -7% | -$16.5K | 0.1% | 148 |
|
|
2015
Q2 | $300K | Sell |
28,774
-152
| -0.5% | -$1.59K | 0.13% | 136 |
|
|
2015
Q1 | $300K | Sell |
28,926
-3,718
| -11% | -$38.6K | 0.14% | 130 |
|
|
2014
Q4 | $377K | Buy |
32,644
+27,043
| +483% | +$312K | 0.26% | 86 |
|
|
2014
Q3 | $275K | Sell |
5,601
-80
| -1% | -$3.93K | 0.19% | 118 |
|
|
2014
Q2 | $283K | Buy |
+5,681
| New | +$283K | 0.22% | 106 |
|