Sequoia Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Sell |
157,215
-178,454
| -53% | -$5.47M | 0.03% | 282 |
|
|
2025
Q1 | $10.3M | Sell |
335,669
-105,248
| -24% | -$3.23M | 0.08% | 181 |
|
|
2024
Q4 | $13.9M | Buy |
440,917
+369,512
| +517% | +$11.6M | 0.13% | 144 |
|
|
2024
Q3 | $2.37M | Buy |
71,405
+7,820
| +12% | +$260K | 0.03% | 342 |
|
|
2024
Q2 | $2.01M | Sell |
63,585
-5,020
| -7% | -$158K | 0.02% | 321 |
|
|
2024
Q1 | $2.21M | Buy |
68,605
+4,735
| +7% | +$153K | 0.03% | 308 |
|
|
2023
Q4 | $1.99M | Buy |
63,870
+6,765
| +12% | +$211K | 0.02% | 353 |
|
|
2023
Q3 | $1.72M | Buy |
57,105
+6,255
| +12% | +$189K | 0.03% | 245 |
|
|
2023
Q2 | $1.57M | Buy |
50,850
+27,483
| +118% | +$850K | 0.03% | 271 |
|
|
2023
Q1 | $730K | Buy |
23,367
+4,478
| +24% | +$140K | 0.02% | 375 |
|
|
2022
Q4 | $577K | Buy |
18,889
+10,965
| +138% | +$335K | 0.01% | 397 |
|
|
2022
Q3 | $251K | Sell |
7,924
-1,648
| -17% | -$52.2K | 0.01% | 440 |
|
|
2022
Q2 | $315K | Sell |
9,572
-1,249
| -12% | -$41.1K | 0.01% | 427 |
|
|
2022
Q1 | $394K | Sell |
10,821
-3,774
| -26% | -$137K | 0.01% | 419 |
|
|
2021
Q4 | $575K | Buy |
14,595
+4,776
| +49% | +$188K | 0.02% | 304 |
|
|
2021
Q3 | $381K | Sell |
9,819
-977
| -9% | -$37.9K | 0.04% | 177 |
|
|
2021
Q2 | $425K | Buy |
10,796
+2,035
| +23% | +$80.1K | 0.02% | 309 |
|
|
2021
Q1 | $336K | Sell |
8,761
-275
| -3% | -$10.5K | 0.01% | 318 |
|
|
2020
Q4 | $348K | Buy |
9,036
+416
| +5% | +$16K | 0.02% | 296 |
|
|
2020
Q3 | $314K | Sell |
8,620
-92
| -1% | -$3.35K | 0.02% | 287 |
|
|
2020
Q2 | $302K | Sell |
8,712
-2,269
| -21% | -$78.7K | 0.02% | 287 |
|
|
2020
Q1 | $350K | Buy |
10,981
+2,101
| +24% | +$67K | 0.03% | 239 |
|
|
2019
Q4 | $334K | Sell |
8,880
-569
| -6% | -$21.4K | 0.02% | 280 |
|
|
2019
Q3 | $355K | Sell |
9,449
-758
| -7% | -$28.5K | 0.03% | 252 |
|
|
2019
Q2 | $376K | Sell |
10,207
-2,522
| -20% | -$92.9K | 0.03% | 242 |
|
|
2019
Q1 | $465K | Sell |
12,729
-12,531
| -50% | -$458K | 0.04% | 193 |
|
|
2018
Q4 | $865K | Sell |
25,260
-836
| -3% | -$28.6K | 0.1% | 110 |
|
|
2018
Q3 | $969K | Sell |
26,096
-493
| -2% | -$18.3K | 0.1% | 116 |
|
|
2018
Q2 | $1M | Buy |
26,589
+1,039
| +4% | +$39.2K | 0.11% | 112 |
|
|
2018
Q1 | $960K | Buy |
25,550
+2,512
| +11% | +$94.4K | 0.1% | 111 |
|
|
2017
Q4 | $877K | Sell |
23,038
-2,019
| -8% | -$76.9K | 0.09% | 120 |
|
|
2017
Q3 | $972K | Buy |
25,057
+6,254
| +33% | +$243K | 0.12% | 112 |
|
|
2017
Q2 | $737K | Buy |
18,803
+1,576
| +9% | +$61.8K | 0.09% | 128 |
|
|
2017
Q1 | $667K | Sell |
17,227
-7,452
| -30% | -$289K | 0.08% | 121 |
|
|
2016
Q4 | $918K | Sell |
24,679
-1,405
| -5% | -$52.3K | 0.13% | 107 |
|
|
2016
Q3 | $1.03M | Sell |
26,084
-5,212
| -17% | -$206K | 0.19% | 79 |
|
|
2016
Q2 | $1.25M | Buy |
31,296
+8,953
| +40% | +$357K | 0.35% | 61 |
|
|
2016
Q1 | $872K | Buy |
22,343
+2,967
| +15% | +$116K | 0.28% | 67 |
|
|
2015
Q4 | $753K | Buy |
19,376
+2,658
| +16% | +$103K | 0.3% | 67 |
|
|
2015
Q3 | $645K | Buy |
16,718
+2,037
| +14% | +$78.6K | 0.28% | 73 |
|
|
2015
Q2 | $575K | Buy |
14,681
+3,843
| +35% | +$151K | 0.24% | 82 |
|
|
2015
Q1 | $435K | Buy |
10,838
+1,091
| +11% | +$43.8K | 0.2% | 99 |
|
|
2014
Q4 | $384K | Buy |
9,747
+4,455
| +84% | +$176K | 0.26% | 84 |
|
|
2014
Q3 | $209K | Buy |
+5,292
| New | +$209K | 0.14% | 152 |
|
|
2014
Q2 | – | Sell |
-8,366
| Closed | -$327K | – | 168 |
|
|
2014
Q1 | $327K | Buy |
+8,366
| New | +$327K | 0.27% | 97 |
|