Sequoia Financial Advisors’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
16,036
+2,457
+18% +$312K 0.01% 468
2025
Q1
$1.34M Sell
13,579
-19,312
-59% -$1.91M 0.01% 529
2024
Q4
$3.37M Buy
32,891
+586
+2% +$60.1K 0.03% 307
2024
Q3
$2.91M Buy
32,305
+1,237
+4% +$111K 0.03% 296
2024
Q2
$2.61M Buy
31,068
+255
+0.8% +$21.4K 0.03% 275
2024
Q1
$2.74M Buy
30,813
+26,129
+558% +$2.32M 0.03% 277
2023
Q4
$395K Buy
+4,684
New +$395K ﹤0.01% 816
2023
Q2
Sell
-3,533
Closed -$311K 984
2023
Q1
$311K Sell
3,533
-110
-3% -$9.7K 0.01% 613
2022
Q4
$322K Buy
3,643
+459
+14% +$40.6K 0.01% 559
2022
Q3
$272K Buy
3,184
+41
+1% +$3.5K 0.01% 415
2022
Q2
$303K Buy
+3,143
New +$303K 0.01% 436