Sequoia Financial Advisors’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.97M Buy
66,780
+9,609
+17% +$859K 0.04% 254
2025
Q1
$4.34M Buy
57,171
+4,447
+8% +$337K 0.03% 290
2024
Q4
$4.08M Buy
52,724
+1,862
+4% +$144K 0.04% 277
2024
Q3
$3.71M Buy
50,862
+1,656
+3% +$121K 0.04% 258
2024
Q2
$2.97M Buy
49,206
+2,003
+4% +$121K 0.04% 257
2024
Q1
$2.98M Sell
47,203
-3,453
-7% -$218K 0.04% 268
2023
Q4
$2.95M Buy
+50,656
New +$2.95M 0.04% 281