Sequoia Financial Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
34,210
+2,631
| +8% | +$37.2K | ﹤0.01% | 1000 |
|
|
2025
Q1 | $376K | Buy |
31,579
+1,193
| +4% | +$14.2K | ﹤0.01% | 966 |
|
|
2024
Q4 | $309K | Buy |
30,386
+415
| +1% | +$4.22K | ﹤0.01% | 1007 |
|
|
2024
Q3 | $281K | Buy |
29,971
+643
| +2% | +$6.02K | ﹤0.01% | 995 |
|
|
2024
Q2 | $236K | Buy |
29,328
+1,230
| +4% | +$9.88K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $191K | Sell |
28,098
-91,905
| -77% | -$625K | ﹤0.01% | 1064 |
|
|
2023
Q4 | $676K | Buy |
120,003
+91,434
| +320% | +$515K | 0.01% | 648 |
|
|
2023
Q3 | $167K | Sell |
28,569
-4,226
| -13% | -$24.6K | ﹤0.01% | 879 |
|
|
2023
Q2 | $201K | Buy |
32,795
+2,998
| +10% | +$18.3K | ﹤0.01% | 864 |
|
|
2023
Q1 | $197K | Buy |
29,797
+1,265
| +4% | +$8.35K | ﹤0.01% | 765 |
|
|
2022
Q4 | $184K | Buy |
28,532
+9,969
| +54% | +$64.4K | ﹤0.01% | 742 |
|
|
2022
Q3 | $93K | Sell |
18,563
-4,078
| -18% | -$20.4K | ﹤0.01% | 513 |
|
|
2022
Q2 | $133K | Buy |
22,641
+1,510
| +7% | +$8.87K | ﹤0.01% | 559 |
|
|
2022
Q1 | $129K | Buy |
21,131
+5,134
| +32% | +$31.3K | ﹤0.01% | 633 |
|
|
2021
Q4 | $105K | Buy |
+15,997
| New | +$105K | ﹤0.01% | 571 |
|