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Sequoia Financial Advisors’s Matsons MATX Stock Holding History

Sequoia Financial Advisors’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$346K Sell
2,113
-927
-30% -$144K ﹤0.01% 1479
2025
Q4 		$376K Buy
3,040
+824
+37% +$88.5K ﹤0.01% 1438
2025
Q3 		$218K Buy
2,216
+361
+19% +$38.6K ﹤0.01% 1585
2025
Q2 		$207K Sell
1,855
-16
-0.9% -$1.75K ﹤0.01% 1471
2025
Q1 		$240K Sell
1,871
-240
-11% -$32.9K ﹤0.01% 1177
2024
Q4 		$285K Sell
2,111
-49
-2% -$7.13K ﹤0.01% 1045
2024
Q3 		$308K Sell
2,160
-62
-3% -$8.16K ﹤0.01% 955
2024
Q2 		$291K Buy
2,222
+21
+1% +$2.44K ﹤0.01% 905
2024
Q1 		$247K Sell
2,201
-3,094
-58% -$349K ﹤0.01% 949
2023
Q4 		$580K Buy
+5,295
New +$503K 0.01% 694

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