SFA
Sequoia Financial Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
104,758
+10,923
| +12% | +$245K | 0.02% | 430 |
|
|
2025
Q1 | $2.13M | Buy |
93,835
+8,152
| +10% | +$185K | 0.02% | 416 |
|
|
2024
Q4 | $1.72M | Buy |
85,683
+13,961
| +19% | +$280K | 0.02% | 443 |
|
|
2024
Q3 | $1.68M | Sell |
71,722
-15,760
| -18% | -$370K | 0.02% | 408 |
|
|
2024
Q2 | $2.71M | Sell |
87,482
-16,044
| -15% | -$497K | 0.03% | 269 |
|
|
2024
Q1 | $4.57M | Sell |
103,526
-1,184
| -1% | -$52.3K | 0.06% | 205 |
|
|
2023
Q4 | $5.26M | Buy |
104,710
+37,233
| +55% | +$1.87M | 0.07% | 209 |
|
|
2023
Q3 | $2.4M | Sell |
67,477
-250
| -0.4% | -$8.89K | 0.04% | 210 |
|
|
2023
Q2 | $2.26M | Buy |
67,727
+3,176
| +5% | +$106K | 0.04% | 224 |
|
|
2023
Q1 | $2.11M | Sell |
64,551
-143,031
| -69% | -$4.67M | 0.05% | 211 |
|
|
2022
Q4 | $5.49M | Buy |
207,582
+36,655
| +21% | +$969K | 0.13% | 132 |
|
|
2022
Q3 | $4.41M | Buy |
170,927
+25,637
| +18% | +$661K | 0.14% | 123 |
|
|
2022
Q2 | $5.43M | Buy |
145,290
+17,558
| +14% | +$657K | 0.15% | 111 |
|
|
2022
Q1 | $6.33M | Buy |
127,732
+31,254
| +32% | +$1.55M | 0.16% | 109 |
|
|
2021
Q4 | $4.97M | Buy |
96,478
+84,047
| +676% | +$4.33M | 0.14% | 112 |
|
|
2021
Q3 | $662K | Sell |
12,431
-87,308
| -88% | -$4.65M | 0.07% | 131 |
|
|
2021
Q2 | $5.6M | Buy |
99,739
+15,788
| +19% | +$886K | 0.2% | 90 |
|
|
2021
Q1 | $5.37M | Buy |
83,951
+5,043
| +6% | +$323K | 0.23% | 70 |
|
|
2020
Q4 | $3.93M | Buy |
78,908
+2,631
| +3% | +$131K | 0.18% | 80 |
|
|
2020
Q3 | $3.95M | Buy |
76,277
+4,079
| +6% | +$211K | 0.21% | 64 |
|
|
2020
Q2 | $4.32M | Buy |
72,198
+3,560
| +5% | +$213K | 0.26% | 55 |
|
|
2020
Q1 | $3.72M | Buy |
68,638
+4,619
| +7% | +$250K | 0.27% | 51 |
|
|
2019
Q4 | $3.83M | Buy |
64,019
+13,226
| +26% | +$792K | 0.24% | 59 |
|
|
2019
Q3 | $2.62M | Sell |
50,793
-1,072
| -2% | -$55.2K | 0.19% | 69 |
|
|
2019
Q2 | $2.48M | Buy |
51,865
+4,286
| +9% | +$205K | 0.18% | 73 |
|
|
2019
Q1 | $2.56M | Buy |
47,579
+10,328
| +28% | +$555K | 0.21% | 69 |
|
|
2018
Q4 | $1.75M | Buy |
37,251
+2,449
| +7% | +$115K | 0.2% | 74 |
|
|
2018
Q3 | $1.65M | Sell |
34,802
-2,435
| -7% | -$115K | 0.16% | 85 |
|
|
2018
Q2 | $1.85M | Sell |
37,237
-93,476
| -72% | -$4.65M | 0.2% | 77 |
|
|
2018
Q1 | $6.81M | Sell |
130,713
-5,132
| -4% | -$267K | 0.72% | 25 |
|
|
2017
Q4 | $6.27M | Buy |
135,845
+2,177
| +2% | +$100K | 0.66% | 27 |
|
|
2017
Q3 | $5.09M | Buy |
133,668
+3,517
| +3% | +$134K | 0.6% | 30 |
|
|
2017
Q2 | $4.39M | Buy |
130,151
+5,572
| +4% | +$188K | 0.54% | 38 |
|
|
2017
Q1 | $4.49M | Sell |
124,579
-3,102
| -2% | -$112K | 0.57% | 33 |
|
|
2016
Q4 | $4.63M | Buy |
127,681
+1,076
| +0.8% | +$39K | 0.66% | 36 |
|
|
2016
Q3 | $4.78M | Sell |
126,605
-18,632
| -13% | -$703K | 0.89% | 21 |
|
|
2016
Q2 | $4.76M | Sell |
145,237
-27,656
| -16% | -$907K | 1.34% | 18 |
|
|
2016
Q1 | $5.59M | Buy |
172,893
+157,037
| +990% | +$5.08M | 1.81% | 14 |
|
|
2015
Q4 | $546K | Buy |
15,856
+264
| +2% | +$9.09K | 0.22% | 85 |
|
|
2015
Q3 | $470K | Buy |
15,592
+134
| +0.9% | +$4.04K | 0.2% | 92 |
|
|
2015
Q2 | $470K | Buy |
15,458
+1,163
| +8% | +$35.4K | 0.2% | 97 |
|
|
2015
Q1 | $447K | Sell |
14,295
-378
| -3% | -$11.8K | 0.2% | 96 |
|
|
2014
Q4 | $532K | Sell |
14,673
-35,349
| -71% | -$1.28M | 0.36% | 67 |
|
|
2014
Q3 | $1.74M | Buy |
50,022
+2,233
| +5% | +$77.8K | 1.21% | 18 |
|
|
2014
Q2 | $1.48M | Buy |
47,789
+1,814
| +4% | +$56.1K | 1.12% | 18 |
|
|
2014
Q1 | $1.19M | Buy |
45,975
+2,137
| +5% | +$55.2K | 0.99% | 20 |
|
|
2013
Q4 | $1.14M | Buy |
+43,838
| New | +$1.14M | 0.94% | 20 |
|