Sequoia Financial Advisors’s Metallus MTUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $161K | Sell |
10,462
-1,438
| -12% | -$22.2K | ﹤0.01% | 1489 |
|
2025
Q1 | $159K | Sell |
11,900
-25,770
| -68% | -$344K | ﹤0.01% | 1285 |
|
2024
Q4 | $532K | Sell |
37,670
-524
| -1% | -$7.4K | 0.01% | 774 |
|
2024
Q3 | $566K | Buy |
38,194
+1,358
| +4% | +$20.1K | 0.01% | 704 |
|
2024
Q2 | $747K | Buy |
36,836
+52
| +0.1% | +$1.05K | 0.01% | 562 |
|
2024
Q1 | $818K | Buy |
36,784
+1,178
| +3% | +$26.2K | 0.01% | 523 |
|
2023
Q4 | $835K | Sell |
35,606
-1,910
| -5% | -$44.8K | 0.01% | 581 |
|
2023
Q3 | $815K | Sell |
37,516
-123
| -0.3% | -$2.67K | 0.01% | 386 |
|
2023
Q2 | $812K | Buy |
37,639
+22
| +0.1% | +$475 | 0.01% | 390 |
|
2023
Q1 | $690K | Sell |
37,617
-43
| -0.1% | -$789 | 0.02% | 385 |
|
2022
Q4 | $684K | Buy |
37,660
+10,165
| +37% | +$185K | 0.02% | 369 |
|
2022
Q3 | $412K | Sell |
27,495
-94
| -0.3% | -$1.41K | 0.01% | 322 |
|
2022
Q2 | $516K | Sell |
27,589
-9,917
| -26% | -$185K | 0.01% | 319 |
|
2022
Q1 | $821K | Buy |
37,506
+241
| +0.6% | +$5.28K | 0.02% | 276 |
|
2021
Q4 | $615K | Buy |
37,265
+2,024
| +6% | +$33.4K | 0.02% | 295 |
|
2021
Q3 | $461K | Sell |
35,241
-2,000
| -5% | -$26.2K | 0.05% | 164 |
|
2021
Q2 | $527K | Hold |
37,241
| – | – | 0.02% | 271 |
|
2021
Q1 | $438K | Hold |
37,241
| – | – | 0.02% | 274 |
|
2020
Q4 | $174K | Hold |
37,241
| – | – | 0.01% | 400 |
|
2020
Q3 | $132K | Sell |
37,241
-50
| -0.1% | -$177 | 0.01% | 374 |
|
2020
Q2 | $145K | Hold |
37,291
| – | – | 0.01% | 353 |
|
2020
Q1 | $120K | Hold |
37,291
| – | – | 0.01% | 342 |
|
2019
Q4 | $293K | Sell |
37,291
-2,026
| -5% | -$15.9K | 0.02% | 301 |
|
2019
Q3 | $247K | Buy |
39,317
+4,026
| +11% | +$25.3K | 0.02% | 308 |
|
2019
Q2 | $287K | Sell |
35,291
-450
| -1% | -$3.66K | 0.02% | 287 |
|
2019
Q1 | $388K | Hold |
35,741
| – | – | 0.03% | 230 |
|
2018
Q4 | $312K | Hold |
35,741
| – | – | 0.04% | 200 |
|
2018
Q3 | $531K | Hold |
35,741
| – | – | 0.05% | 156 |
|
2018
Q2 | $584K | Hold |
35,741
| – | – | 0.06% | 144 |
|
2018
Q1 | $543K | Hold |
35,741
| – | – | 0.06% | 155 |
|
2017
Q4 | $543K | Sell |
35,741
-500
| -1% | -$7.6K | 0.06% | 155 |
|
2017
Q3 | $598K | Buy |
36,241
+28
| +0.1% | +$462 | 0.07% | 138 |
|
2017
Q2 | $557K | Hold |
36,213
| – | – | 0.07% | 140 |
|
2017
Q1 | $685K | Hold |
36,213
| – | – | 0.09% | 120 |
|
2016
Q4 | $561K | Hold |
36,213
| – | – | 0.08% | 127 |
|
2016
Q3 | $378K | Hold |
36,213
| – | – | 0.07% | 141 |
|
2016
Q2 | $348K | Hold |
36,213
| – | – | 0.1% | 152 |
|
2016
Q1 | $330K | Buy |
36,213
+20,000
| +123% | +$182K | 0.11% | 130 |
|
2015
Q4 | $136K | Buy |
+16,213
| New | +$136K | 0.05% | 170 |
|