Sequoia Financial Advisors’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
3,881
+58
| +2% | +$4.61K | ﹤0.01% | 1241 |
|
|
2025
Q1 | $276K | Sell |
3,823
-93
| -2% | -$6.73K | ﹤0.01% | 1095 |
|
|
2024
Q4 | $241K | Buy |
3,916
+163
| +4% | +$10K | ﹤0.01% | 1123 |
|
|
2024
Q3 | $265K | Buy |
3,753
+178
| +5% | +$12.5K | ﹤0.01% | 1029 |
|
|
2024
Q2 | $244K | Buy |
3,575
+76
| +2% | +$5.19K | ﹤0.01% | 982 |
|
|
2024
Q1 | $242K | Buy |
+3,499
| New | +$242K | ﹤0.01% | 955 |
|
|
2015
Q3 | – | Sell |
-5,314
| Closed | -$205K | – | 188 |
|
|
2015
Q2 | $205K | Buy |
5,314
+9
| +0.2% | +$347 | 0.09% | 178 |
|
|
2015
Q1 | $212K | Sell |
5,305
-790
| -13% | -$31.6K | 0.1% | 167 |
|
|
2014
Q4 | $262K | Buy |
6,095
+567
| +10% | +$24.4K | 0.18% | 122 |
|
|
2014
Q3 | $261K | Sell |
5,528
-97
| -2% | -$4.58K | 0.18% | 126 |
|
|
2014
Q2 | $296K | Buy |
5,625
+1,113
| +25% | +$58.6K | 0.23% | 101 |
|
|
2014
Q1 | $210K | Buy |
+4,512
| New | +$210K | 0.17% | 148 |
|