SFA
Sequoia Financial Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Buy |
200,218
+12,425
| +7% | +$1.75M | 0.19% | 97 |
|
|
2025
Q1 | $21.9M | Buy |
187,793
+127,645
| +212% | +$14.9M | 0.17% | 116 |
|
|
2024
Q4 | $7.56M | Buy |
60,148
+2,215
| +4% | +$278K | 0.07% | 205 |
|
|
2024
Q3 | $6.04M | Buy |
57,933
+11,149
| +24% | +$1.16M | 0.06% | 200 |
|
|
2024
Q2 | $4.55M | Buy |
46,784
+3,690
| +9% | +$359K | 0.05% | 203 |
|
|
2024
Q1 | $4.06M | Sell |
43,094
-14,853
| -26% | -$1.4M | 0.05% | 216 |
|
|
2023
Q4 | $5.4M | Buy |
57,947
+31,954
| +123% | +$2.98M | 0.07% | 208 |
|
|
2023
Q3 | $2.12M | Sell |
25,993
-157
| -0.6% | -$12.8K | 0.04% | 225 |
|
|
2023
Q2 | $2.23M | Buy |
26,150
+1,402
| +6% | +$120K | 0.04% | 229 |
|
|
2023
Q1 | $2.17M | Buy |
24,748
+5,087
| +26% | +$447K | 0.05% | 207 |
|
|
2022
Q4 | $1.67M | Sell |
19,661
-5,223
| -21% | -$444K | 0.04% | 220 |
|
|
2022
Q3 | $1.1M | Sell |
24,884
-926
| -4% | -$40.7K | 0.03% | 208 |
|
|
2022
Q2 | $1.15M | Sell |
25,810
-3,946
| -13% | -$176K | 0.03% | 214 |
|
|
2022
Q1 | $1.6M | Sell |
29,756
-2,080
| -7% | -$112K | 0.04% | 207 |
|
|
2021
Q4 | $1.79M | Buy |
31,836
+20,261
| +175% | +$1.14M | 0.05% | 187 |
|
|
2021
Q3 | $873K | Sell |
11,575
-19,786
| -63% | -$1.49M | 0.09% | 115 |
|
|
2021
Q2 | $1.62M | Buy |
31,361
+2,319
| +8% | +$120K | 0.06% | 170 |
|
|
2021
Q1 | $1.22M | Buy |
29,042
+690
| +2% | +$29K | 0.05% | 171 |
|
|
2020
Q4 | $1.11M | Buy |
28,352
+21,129
| +293% | +$823K | 0.05% | 180 |
|
|
2020
Q3 | $349K | Buy |
7,223
+555
| +8% | +$26.8K | 0.02% | 276 |
|
|
2020
Q2 | $322K | Buy |
6,668
+213
| +3% | +$10.3K | 0.02% | 277 |
|
|
2020
Q1 | $219K | Buy |
+6,455
| New | +$219K | 0.02% | 317 |
|
|
2018
Q4 | – | Sell |
-5,368
| Closed | -$250K | – | 321 |
|
|
2018
Q3 | $250K | Hold |
5,368
| – | – | 0.02% | 260 |
|
|
2018
Q2 | $254K | Sell |
5,368
-722
| -12% | -$34.2K | 0.03% | 256 |
|
|
2018
Q1 | $329K | Sell |
6,090
-104,007
| -94% | -$5.62M | 0.03% | 220 |
|
|
2017
Q4 | $5.78M | Buy |
110,097
+5,069
| +5% | +$266K | 0.61% | 30 |
|
|
2017
Q3 | $5.06M | Buy |
105,028
+3,257
| +3% | +$157K | 0.6% | 31 |
|
|
2017
Q2 | $4.54M | Buy |
101,771
+7,712
| +8% | +$344K | 0.56% | 34 |
|
|
2017
Q1 | $4.03M | Buy |
94,059
+7,121
| +8% | +$305K | 0.51% | 39 |
|
|
2016
Q4 | $3.67M | Buy |
86,938
+45,280
| +109% | +$1.91M | 0.53% | 40 |
|
|
2016
Q3 | $1.34M | Buy |
+41,658
| New | +$1.34M | 0.25% | 66 |
|