Sequoia Financial Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
2,586
+398
| +18% | +$116K | 0.01% | 805 |
|
|
2025
Q1 | $697K | Sell |
2,188
-92
| -4% | -$29.3K | 0.01% | 738 |
|
|
2024
Q4 | $777K | Buy |
2,280
+82
| +4% | +$28K | 0.01% | 657 |
|
|
2024
Q3 | $828K | Buy |
2,198
+531
| +32% | +$200K | 0.01% | 598 |
|
|
2024
Q2 | $512K | Buy |
1,667
+271
| +19% | +$83.3K | 0.01% | 674 |
|
|
2024
Q1 | $563K | Sell |
1,396
-3,160
| -69% | -$1.28M | 0.01% | 647 |
|
|
2023
Q4 | $1.82M | Buy |
4,556
+3,635
| +395% | +$1.45M | 0.02% | 373 |
|
|
2023
Q3 | $328K | Buy |
921
+5
| +0.5% | +$1.78K | 0.01% | 651 |
|
|
2023
Q2 | $343K | Buy |
+916
| New | +$343K | 0.01% | 648 |
|