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 |
|