Sequoia Financial Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $533K | Buy |
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|
2025
Q3 | $579K | Sell |
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|
2025
Q2 | $754K | Buy |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $777K | Buy |
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|
2024
Q3 | $828K | Buy |
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|
2024
Q2 | $512K | Buy |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $343K | Buy |
|