SFA
Sequoia Financial Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
76,057
+3,367
| +5% | +$862K | 0.13% | 121 |
|
|
2025
Q1 | $17.2M | Sell |
72,690
-899
| -1% | -$213K | 0.13% | 134 |
|
|
2024
Q4 | $17.3M | Buy |
73,589
+8,340
| +13% | +$1.96M | 0.17% | 118 |
|
|
2024
Q3 | $16.2M | Buy |
65,249
+9,342
| +17% | +$2.32M | 0.17% | 118 |
|
|
2024
Q2 | $12M | Buy |
55,907
+9,193
| +20% | +$1.97M | 0.14% | 124 |
|
|
2024
Q1 | $11.9M | Sell |
46,714
-1,315
| -3% | -$335K | 0.15% | 127 |
|
|
2023
Q4 | $11.4M | Buy |
48,029
+45,353
| +1,695% | +$10.7M | 0.14% | 133 |
|
|
2023
Q3 | $527K | Sell |
2,676
-298
| -10% | -$58.7K | 0.01% | 504 |
|
|
2023
Q2 | $674K | Sell |
2,974
-149
| -5% | -$33.8K | 0.01% | 438 |
|
|
2023
Q1 | $662K | Sell |
3,123
-106
| -3% | -$22.5K | 0.01% | 398 |
|
|
2022
Q4 | $796K | Buy |
3,229
+1,221
| +61% | +$301K | 0.02% | 341 |
|
|
2022
Q3 | $421K | Sell |
2,008
-212
| -10% | -$44.4K | 0.01% | 319 |
|
|
2022
Q2 | $505K | Buy |
2,220
+274
| +14% | +$62.3K | 0.01% | 322 |
|
|
2022
Q1 | $555K | Buy |
1,946
+228
| +13% | +$65K | 0.01% | 332 |
|
|
2021
Q4 | $512K | Buy |
+1,718
| New | +$512K | 0.01% | 321 |
|
|
2021
Q3 | – | Sell |
-1,391
| Closed | -$369K | – | 388 |
|
|
2021
Q2 | $369K | Sell |
1,391
-81
| -6% | -$21.5K | 0.01% | 332 |
|
|
2021
Q1 | $395K | Buy |
1,472
+22
| +2% | +$5.9K | 0.02% | 288 |
|
|
2020
Q4 | $345K | Sell |
1,450
-33
| -2% | -$7.85K | 0.02% | 297 |
|
|
2020
Q3 | $317K | Sell |
1,483
-192
| -11% | -$41K | 0.02% | 286 |
|
|
2020
Q2 | $294K | Sell |
1,675
-71
| -4% | -$12.5K | 0.02% | 294 |
|
|
2020
Q1 | $255K | Sell |
1,746
-705
| -29% | -$103K | 0.02% | 290 |
|
|
2019
Q4 | $476K | Buy |
2,451
+99
| +4% | +$19.2K | 0.03% | 227 |
|
|
2019
Q3 | $423K | Buy |
2,352
+36
| +2% | +$6.47K | 0.03% | 215 |
|
|
2019
Q2 | $462K | Sell |
2,316
-7
| -0.3% | -$1.4K | 0.03% | 208 |
|
|
2019
Q1 | $434K | Buy |
2,323
+525
| +29% | +$98.1K | 0.04% | 209 |
|
|
2018
Q4 | $269K | Hold |
1,798
| – | – | 0.03% | 225 |
|
|
2018
Q3 | $325K | Hold |
1,798
| – | – | 0.03% | 216 |
|
|
2018
Q2 | $271K | Sell |
1,798
-2
| -0.1% | -$301 | 0.03% | 245 |
|
|
2018
Q1 | $244K | Buy |
1,800
+13
| +0.7% | +$1.76K | 0.03% | 251 |
|
|
2017
Q4 | $259K | Sell |
1,787
-17
| -0.9% | -$2.46K | 0.03% | 244 |
|
|
2017
Q3 | $239K | Buy |
1,804
+19
| +1% | +$2.52K | 0.03% | 238 |
|
|
2017
Q2 | $217K | Hold |
1,785
| – | – | 0.03% | 254 |
|
|
2017
Q1 | $200K | Buy |
+1,785
| New | +$200K | 0.03% | 264 |
|