Sequoia Financial Advisors’s Pearson PSO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$356K	Buy
2025 Q1	$216K	Sell
2024 Q4	$225K	Buy
2024 Q3	$176K	Sell
2024 Q2	$174K	Buy
2024 Q1	$182K	Buy
2023 Q4	$164K	Buy
2023 Q3	$140K	Buy
2023 Q1	–	Sell
2022 Q4	$146K	Buy