SFA
Sequoia Financial Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
23,856
-158,555
| -87% | -$16.7M | 0.02% | 413 |
|
|
2025
Q1 | $14.6M | Sell |
182,411
-22,136
| -11% | -$1.77M | 0.11% | 156 |
|
|
2024
Q4 | $16.1M | Sell |
204,547
-15,663
| -7% | -$1.24M | 0.16% | 133 |
|
|
2024
Q3 | $17.1M | Sell |
220,210
-18,600
| -8% | -$1.44M | 0.18% | 110 |
|
|
2024
Q2 | $15.9M | Sell |
238,810
-19,199
| -7% | -$1.28M | 0.19% | 106 |
|
|
2024
Q1 | $16.9M | Buy |
258,009
+12,002
| +5% | +$784K | 0.21% | 98 |
|
|
2023
Q4 | $14.2M | Buy |
246,007
+241,431
| +5,276% | +$13.9M | 0.18% | 114 |
|
|
2023
Q3 | $243K | Sell |
4,576
-1,585
| -26% | -$84.3K | ﹤0.01% | 775 |
|
|
2023
Q2 | $420K | Buy |
6,161
+176
| +3% | +$12K | 0.01% | 581 |
|
|
2023
Q1 | $360K | Buy |
5,985
+599
| +11% | +$36.1K | 0.01% | 561 |
|
|
2022
Q4 | $345K | Buy |
+5,386
| New | +$345K | 0.01% | 540 |
|
|
2020
Q2 | – | Sell |
-56,029
| Closed | -$1.51M | – | 385 |
|
|
2020
Q1 | $1.51M | Sell |
56,029
-220
| -0.4% | -$5.93K | 0.11% | 93 |
|
|
2019
Q4 | $2.29M | Buy |
56,249
+927
| +2% | +$37.7K | 0.15% | 89 |
|
|
2019
Q3 | $2.43M | Buy |
+55,322
| New | +$2.43M | 0.18% | 74 |
|
|
2016
Q4 | – | Sell |
-4,587
| Closed | -$213K | – | 280 |
|
|
2016
Q3 | $213K | Sell |
4,587
-1,724
| -27% | -$80.1K | 0.04% | 221 |
|
|
2016
Q2 | $279K | Buy |
+6,311
| New | +$279K | 0.08% | 184 |
|