SFA
Sequoia Financial Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
1,725
+31
| +2% | +$12.5K | ﹤0.01% | 840 |
|
|
2025
Q1 | $711K | Sell |
1,694
-37
| -2% | -$15.5K | 0.01% | 728 |
|
|
2024
Q4 | $839K | Buy |
1,731
+30
| +2% | +$14.5K | 0.01% | 631 |
|
|
2024
Q3 | $862K | Buy |
1,701
+387
| +29% | +$196K | 0.01% | 587 |
|
|
2024
Q2 | $590K | Buy |
1,314
+77
| +6% | +$34.6K | 0.01% | 631 |
|
|
2024
Q1 | $590K | Sell |
1,237
-705
| -36% | -$336K | 0.01% | 630 |
|
|
2023
Q4 | $876K | Buy |
1,942
+1,011
| +109% | +$456K | 0.01% | 565 |
|
|
2023
Q3 | $320K | Buy |
931
+16
| +2% | +$5.5K | 0.01% | 664 |
|
|
2023
Q2 | $321K | Sell |
915
-149
| -14% | -$52.2K | 0.01% | 671 |
|
|
2023
Q1 | $347K | Sell |
1,064
-9
| -0.8% | -$2.93K | 0.01% | 576 |
|
|
2022
Q4 | $361K | Buy |
+1,073
| New | +$361K | 0.01% | 530 |
|
|
2022
Q2 | – | Sell |
-855
| Closed | -$254K | – | 637 |
|
|
2022
Q1 | $254K | Buy |
855
+13
| +2% | +$3.86K | 0.01% | 549 |
|
|
2021
Q4 | $281K | Buy |
+842
| New | +$281K | 0.01% | 456 |
|
|
2021
Q1 | – | Sell |
-1,272
| Closed | -$204K | – | 454 |
|
|
2020
Q4 | $204K | Buy |
+1,272
| New | +$204K | 0.01% | 395 |
|
|
2020
Q1 | – | Sell |
-1,446
| Closed | -$223K | – | 384 |
|
|
2019
Q4 | $223K | Hold |
1,446
| – | – | 0.01% | 347 |
|
|
2019
Q3 | $207K | Hold |
1,446
| – | – | 0.02% | 336 |
|
|
2019
Q2 | $233K | Hold |
1,446
| – | – | 0.02% | 323 |
|
|
2019
Q1 | $219K | Buy |
+1,446
| New | +$219K | 0.02% | 331 |
|
|
2018
Q4 | – | Sell |
-1,777
| Closed | -$282K | – | 316 |
|
|
2018
Q3 | $282K | Sell |
1,777
-198
| -10% | -$31.4K | 0.03% | 237 |
|
|
2018
Q2 | $262K | Hold |
1,975
| – | – | 0.03% | 251 |
|
|
2018
Q1 | $232K | Buy |
+1,975
| New | +$232K | 0.02% | 260 |
|
|
2017
Q4 | – | Sell |
-1,654
| Closed | -$206K | – | 313 |
|
|
2017
Q3 | $206K | Sell |
1,654
-45
| -3% | -$5.61K | 0.02% | 265 |
|
|
2017
Q2 | $210K | Buy |
+1,699
| New | +$210K | 0.03% | 260 |
|