Sequoia Financial Advisors’s Pool Corp POOL Stock Holding History

Sequoia Financial Advisors’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$579K	Sell
2025 Q2	$754K	Buy
2025 Q1	$697K	Sell
2024 Q4	$777K	Buy
2024 Q3	$828K	Buy
2024 Q2	$512K	Buy
2024 Q1	$563K	Sell
2023 Q4	$1.82M	Buy
2023 Q3	$328K	Buy
2023 Q2	$343K	Buy