Sequoia Financial Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
19,657
+3,597
| +22% | +$135K | 0.01% | 815 |
|
|
2025
Q1 | $643K | Buy |
16,060
+1,854
| +13% | +$74.2K | 0.01% | 761 |
|
|
2024
Q4 | $525K | Buy |
14,206
+1,439
| +11% | +$53.2K | 0.01% | 781 |
|
|
2024
Q3 | $527K | Buy |
12,767
+860
| +7% | +$35.5K | 0.01% | 724 |
|
|
2024
Q2 | $442K | Buy |
11,907
+508
| +4% | +$18.8K | 0.01% | 738 |
|
|
2024
Q1 | $403K | Sell |
11,399
-611
| -5% | -$21.6K | 0.01% | 756 |
|
|
2023
Q4 | $413K | Buy |
12,010
+1,137
| +10% | +$39.1K | 0.01% | 798 |
|
|
2023
Q3 | $327K | Buy |
10,873
+1,367
| +14% | +$41.1K | 0.01% | 656 |
|
|
2023
Q2 | $299K | Buy |
9,506
+3,020
| +47% | +$94.9K | 0.01% | 703 |
|
|
2023
Q1 | $210K | Sell |
6,486
-341
| -5% | -$11K | ﹤0.01% | 749 |
|
|
2022
Q4 | $232K | Buy |
+6,827
| New | +$232K | 0.01% | 678 |
|