SFA
Sequoia Financial Advisors’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
4,834
+235
| +5% | +$115K | 0.02% | 429 |
|
|
2025
Q1 | $1.97M | Sell |
4,599
-39
| -0.8% | -$16.7K | 0.02% | 440 |
|
|
2024
Q4 | $1.97M | Buy |
4,638
+276
| +6% | +$117K | 0.02% | 407 |
|
|
2024
Q3 | $2.05M | Buy |
4,362
+53
| +1% | +$24.9K | 0.02% | 369 |
|
|
2024
Q2 | $1.76M | Buy |
4,309
+32
| +0.7% | +$13.1K | 0.02% | 358 |
|
|
2024
Q1 | $1.86M | Buy |
4,277
+30
| +0.7% | +$13.1K | 0.02% | 340 |
|
|
2023
Q4 | $1.44M | Buy |
4,247
+40
| +1% | +$13.5K | 0.02% | 431 |
|
|
2023
Q3 | $1.24M | Buy |
4,207
+184
| +5% | +$54.4K | 0.02% | 299 |
|
|
2023
Q2 | $1.31M | Buy |
4,023
+8
| +0.2% | +$2.6K | 0.02% | 302 |
|
|
2023
Q1 | $1.09M | Buy |
4,015
+110
| +3% | +$29.8K | 0.02% | 299 |
|
|
2022
Q4 | $837K | Buy |
3,905
+1,381
| +55% | +$296K | 0.02% | 330 |
|
|
2022
Q3 | $467K | Buy |
2,524
+180
| +8% | +$33.3K | 0.01% | 302 |
|
|
2022
Q2 | $430K | Sell |
2,344
-156
| -6% | -$28.6K | 0.01% | 354 |
|
|
2022
Q1 | $545K | Sell |
2,500
-7
| -0.3% | -$1.53K | 0.01% | 338 |
|
|
2021
Q4 | $649K | Buy |
+2,507
| New | +$649K | 0.02% | 287 |
|
|
2021
Q3 | – | Sell |
-2,176
| Closed | -$448K | – | 404 |
|
|
2021
Q2 | $448K | Sell |
2,176
-236
| -10% | -$48.6K | 0.02% | 297 |
|
|
2021
Q1 | $505K | Buy |
2,412
+31
| +1% | +$6.49K | 0.02% | 257 |
|
|
2020
Q4 | $546K | Hold |
2,381
| – | – | 0.03% | 236 |
|
|
2020
Q3 | $438K | Buy |
2,381
+6
| +0.3% | +$1.1K | 0.02% | 242 |
|
|
2020
Q2 | $406K | Buy |
2,375
+18
| +0.8% | +$3.08K | 0.02% | 244 |
|
|
2020
Q1 | $360K | Buy |
2,357
+73
| +3% | +$11.2K | 0.03% | 232 |
|
|
2019
Q4 | $378K | Sell |
2,284
-145
| -6% | -$24K | 0.02% | 265 |
|
|
2019
Q3 | $374K | Buy |
2,429
+3
| +0.1% | +$462 | 0.03% | 242 |
|
|
2019
Q2 | $394K | Sell |
2,426
-313
| -11% | -$50.8K | 0.03% | 234 |
|
|
2019
Q1 | $366K | Buy |
2,739
+692
| +34% | +$92.5K | 0.03% | 241 |
|
|
2018
Q4 | $204K | Hold |
2,047
| – | – | 0.02% | 271 |
|
|
2018
Q3 | $280K | Buy |
2,047
+37
| +2% | +$5.06K | 0.03% | 241 |
|
|
2018
Q2 | $271K | Buy |
2,010
+10
| +0.5% | +$1.35K | 0.03% | 246 |
|
|
2018
Q1 | $241K | Hold |
2,000
| – | – | 0.03% | 253 |
|
|
2017
Q4 | $210K | Hold |
2,000
| – | – | 0.02% | 281 |
|
|
2017
Q3 | $221K | Buy |
+2,000
| New | +$221K | 0.03% | 255 |
|