Sequoia Financial Advisors’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
155,034
+258
| +0.2% | +$3.3K | 0.01% | 475 |
|
|
2025
Q1 | $1.86M | Buy |
154,776
+9,845
| +7% | +$118K | 0.01% | 449 |
|
|
2024
Q4 | $1.91M | Buy |
144,931
+167
| +0.1% | +$2.2K | 0.02% | 412 |
|
|
2024
Q3 | $1.94M | Buy |
144,764
+402
| +0.3% | +$5.38K | 0.02% | 383 |
|
|
2024
Q2 | $1.67M | Buy |
144,362
+10,254
| +8% | +$118K | 0.02% | 370 |
|
|
2024
Q1 | $1.56M | Sell |
134,108
-11
| -0% | -$128 | 0.02% | 375 |
|
|
2023
Q4 | $1.67M | Sell |
134,119
-267
| -0.2% | -$3.33K | 0.02% | 397 |
|
|
2023
Q3 | $1.37M | Buy |
134,386
+122
| +0.1% | +$1.25K | 0.02% | 283 |
|
|
2023
Q2 | $1.42M | Buy |
134,264
+7,015
| +6% | +$74.4K | 0.02% | 287 |
|
|
2023
Q1 | $1.53M | Buy |
127,249
+1,897
| +2% | +$22.8K | 0.03% | 246 |
|
|
2022
Q4 | $1.75M | Buy |
125,352
+5,089
| +4% | +$71.1K | 0.04% | 213 |
|
|
2022
Q3 | $1.63M | Buy |
120,263
+251
| +0.2% | +$3.39K | 0.05% | 170 |
|
|
2022
Q2 | $1.54M | Buy |
120,012
+5,667
| +5% | +$72.5K | 0.04% | 198 |
|
|
2022
Q1 | $1.55M | Buy |
114,345
+4,116
| +4% | +$55.6K | 0.04% | 211 |
|
|
2021
Q4 | $1.56M | Buy |
+110,229
| New | +$1.56M | 0.04% | 205 |
|
|
2021
Q3 | – | Sell |
-89,569
| Closed | -$1.22M | – | 390 |
|
|
2021
Q2 | $1.22M | Buy |
89,569
+10,232
| +13% | +$140K | 0.04% | 185 |
|
|
2021
Q1 | $1.15M | Buy |
79,337
+10,136
| +15% | +$146K | 0.05% | 178 |
|
|
2020
Q4 | $882K | Buy |
69,201
+9,916
| +17% | +$126K | 0.04% | 195 |
|
|
2020
Q3 | $545K | Buy |
59,285
+276
| +0.5% | +$2.54K | 0.03% | 215 |
|
|
2020
Q2 | $603K | Buy |
59,009
+15,189
| +35% | +$155K | 0.04% | 197 |
|
|
2020
Q1 | $507K | Buy |
43,820
+9,324
| +27% | +$108K | 0.04% | 201 |
|
|
2019
Q4 | $574K | Buy |
34,496
+10,000
| +41% | +$166K | 0.04% | 202 |
|
|
2019
Q3 | $401K | Buy |
24,496
+5,009
| +26% | +$82K | 0.03% | 226 |
|
|
2019
Q2 | $343K | Hold |
19,487
| – | – | 0.03% | 264 |
|
|
2019
Q1 | $331K | Sell |
19,487
-1,000
| -5% | -$17K | 0.03% | 254 |
|
|
2018
Q4 | $347K | Hold |
20,487
| – | – | 0.04% | 184 |
|
|
2018
Q3 | $355K | Hold |
20,487
| – | – | 0.04% | 204 |
|
|
2018
Q2 | $356K | Hold |
20,487
| – | – | 0.04% | 197 |
|
|
2018
Q1 | $339K | Sell |
20,487
-2,000
| -9% | -$33.1K | 0.04% | 211 |
|
|
2017
Q4 | $376K | Sell |
22,487
-4,000
| -15% | -$66.9K | 0.04% | 197 |
|
|
2017
Q3 | $457K | Hold |
26,487
| – | – | 0.05% | 159 |
|
|
2017
Q2 | $413K | Hold |
26,487
| – | – | 0.05% | 164 |
|
|
2017
Q1 | $446K | Hold |
26,487
| – | – | 0.06% | 151 |
|
|
2016
Q4 | $478K | Sell |
26,487
-3,856
| -13% | -$69.6K | 0.07% | 141 |
|
|
2016
Q3 | $477K | Sell |
30,343
-2,275
| -7% | -$35.8K | 0.09% | 121 |
|
|
2016
Q2 | $484K | Buy |
32,618
+785
| +2% | +$11.6K | 0.14% | 115 |
|
|
2016
Q1 | $430K | Buy |
31,833
+2,000
| +7% | +$27K | 0.14% | 103 |
|
|
2015
Q4 | $399K | Buy |
29,833
+487
| +2% | +$6.51K | 0.16% | 99 |
|
|
2015
Q3 | $381K | Buy |
29,346
+2,000
| +7% | +$26K | 0.17% | 101 |
|
|
2015
Q2 | $351K | Buy |
27,346
+3,000
| +12% | +$38.5K | 0.15% | 122 |
|
|
2015
Q1 | $289K | Buy |
24,346
+10,275
| +73% | +$122K | 0.13% | 137 |
|
|
2014
Q4 | $176K | Buy |
+14,071
| New | +$176K | 0.12% | 156 |
|