SFA
Sequoia Financial Advisors’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
64,962
+953
| +1% | +$6.47K | ﹤0.01% | 1055 |
|
|
2025
Q1 | $352K | Buy |
64,009
+23,402
| +58% | +$129K | ﹤0.01% | 993 |
|
|
2024
Q4 | $201K | Sell |
40,607
-60
| -0.1% | -$298 | ﹤0.01% | 1217 |
|
|
2024
Q3 | $270K | Sell |
40,667
-626
| -2% | -$4.16K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $241K | Sell |
41,293
-531
| -1% | -$3.1K | ﹤0.01% | 989 |
|
|
2024
Q1 | $290K | Buy |
41,824
+1,435
| +4% | +$9.95K | ﹤0.01% | 872 |
|
|
2023
Q4 | $281K | Buy |
40,389
+1,584
| +4% | +$11K | ﹤0.01% | 955 |
|
|
2023
Q3 | $208K | Buy |
38,805
+2
| +0% | +$11 | ﹤0.01% | 848 |
|
|
2023
Q2 | $229K | Buy |
38,803
+949
| +3% | +$5.6K | ﹤0.01% | 802 |
|
|
2023
Q1 | $184K | Buy |
37,854
+18,926
| +100% | +$92.2K | ﹤0.01% | 769 |
|
|
2022
Q4 | $89.2K | Buy |
18,928
+5,294
| +39% | +$24.9K | ﹤0.01% | 773 |
|
|
2022
Q3 | $70K | Sell |
13,634
-3,195
| -19% | -$16.4K | ﹤0.01% | 517 |
|
|
2022
Q2 | $72K | Sell |
16,829
-220
| -1% | -$941 | ﹤0.01% | 577 |
|
|
2022
Q1 | $97K | Buy |
+17,049
| New | +$97K | ﹤0.01% | 641 |
|
|
2021
Q4 | – | Sell |
-18,661
| Closed | -$98K | – | 598 |
|
|
2021
Q3 | $98K | Sell |
18,661
-2,716
| -13% | -$14.3K | 0.01% | 251 |
|
|
2021
Q2 | $128K | Buy |
21,377
+293
| +1% | +$1.75K | ﹤0.01% | 463 |
|
|
2021
Q1 | $105K | Buy |
21,084
+251
| +1% | +$1.25K | ﹤0.01% | 433 |
|
|
2020
Q4 | $127K | Sell |
20,833
-1,662
| -7% | -$10.1K | 0.01% | 405 |
|
|
2020
Q3 | $90K | Sell |
22,495
-3,345
| -13% | -$13.4K | ﹤0.01% | 378 |
|
|
2020
Q2 | $121K | Buy |
25,840
+15,164
| +142% | +$71K | 0.01% | 356 |
|
|
2020
Q1 | $48K | Sell |
10,676
-1,776
| -14% | -$7.99K | ﹤0.01% | 359 |
|
|
2019
Q4 | $114K | Buy |
12,452
+271
| +2% | +$2.48K | 0.01% | 373 |
|
|
2019
Q3 | $102K | Buy |
12,181
+158
| +1% | +$1.32K | 0.01% | 350 |
|
|
2019
Q2 | $113K | Sell |
12,023
-906
| -7% | -$8.52K | 0.01% | 364 |
|
|
2019
Q1 | $114K | Sell |
12,929
-6,657
| -34% | -$58.7K | 0.01% | 355 |
|
|
2018
Q4 | $179K | Buy |
19,586
+6,528
| +50% | +$59.7K | 0.02% | 277 |
|
|
2018
Q3 | $143K | Sell |
13,058
-1,196
| -8% | -$13.1K | 0.01% | 307 |
|
|
2018
Q2 | $148K | Sell |
14,254
-466
| -3% | -$4.84K | 0.02% | 293 |
|
|
2018
Q1 | $230K | Buy |
14,720
+466
| +3% | +$7.28K | 0.02% | 264 |
|
|
2017
Q4 | $185K | Sell |
14,254
-236
| -2% | -$3.06K | 0.02% | 290 |
|
|
2017
Q3 | $199K | Hold |
14,490
| – | – | 0.02% | 271 |
|
|
2017
Q2 | $160K | Hold |
14,490
| – | – | 0.02% | 269 |
|
|
2017
Q1 | $175K | Sell |
14,490
-164
| -1% | -$1.98K | 0.02% | 267 |
|
|
2016
Q4 | $151K | Buy |
14,654
+951
| +7% | +$9.8K | 0.02% | 262 |
|
|
2016
Q3 | $150K | Buy |
13,703
+254
| +2% | +$2.78K | 0.03% | 234 |
|
|
2016
Q2 | $127K | Hold |
13,449
| – | – | 0.04% | 240 |
|
|
2016
Q1 | $116K | Sell |
13,449
-7,762
| -37% | -$66.9K | 0.04% | 190 |
|
|
2015
Q4 | $138K | Buy |
21,211
+3,385
| +19% | +$22K | 0.06% | 169 |
|
|
2015
Q3 | $118K | Buy |
17,826
+612
| +4% | +$4.05K | 0.05% | 168 |
|
|
2015
Q2 | $188K | Buy |
17,214
+335
| +2% | +$3.66K | 0.08% | 183 |
|
|
2015
Q1 | $187K | Sell |
16,879
-2,139
| -11% | -$23.7K | 0.09% | 176 |
|
|
2014
Q4 | $247K | Sell |
19,018
-4,975
| -21% | -$64.6K | 0.17% | 128 |
|
|
2014
Q3 | $333K | Sell |
23,993
-307
| -1% | -$4.26K | 0.23% | 105 |
|
|
2014
Q2 | $349K | Buy |
24,300
+6,393
| +36% | +$91.8K | 0.27% | 90 |
|
|
2014
Q1 | $266K | Buy |
17,907
+7,786
| +77% | +$116K | 0.22% | 113 |
|
|
2013
Q4 | $137K | Buy |
+10,121
| New | +$137K | 0.11% | 146 |
|