SFA
Sequoia Financial Advisors’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76M | Buy |
24,775
+1,906
| +8% | +$597K | 0.05% | 214 |
|
|
2025
Q1 | $4.7M | Buy |
22,869
+6,722
| +42% | +$1.38M | 0.04% | 275 |
|
|
2024
Q4 | $3.73M | Sell |
16,147
-6,167
| -28% | -$1.42M | 0.04% | 293 |
|
|
2024
Q3 | $3.96M | Sell |
22,314
-1,058
| -5% | -$188K | 0.04% | 244 |
|
|
2024
Q2 | $3.73M | Buy |
23,372
+267
| +1% | +$42.6K | 0.04% | 226 |
|
|
2024
Q1 | $3.21M | Sell |
23,105
-1,879
| -8% | -$261K | 0.04% | 252 |
|
|
2023
Q4 | $3.24M | Buy |
24,984
+3,138
| +14% | +$406K | 0.04% | 265 |
|
|
2023
Q3 | $2.01M | Sell |
21,846
-25
| -0.1% | -$2.3K | 0.04% | 232 |
|
|
2023
Q2 | $2.27M | Sell |
21,871
-520
| -2% | -$53.9K | 0.04% | 222 |
|
|
2023
Q1 | $1.46M | Buy |
22,391
+631
| +3% | +$41.2K | 0.03% | 255 |
|
|
2022
Q4 | $1.08M | Buy |
21,760
+10,656
| +96% | +$527K | 0.03% | 273 |
|
|
2022
Q3 | $421K | Buy |
11,104
+367
| +3% | +$13.9K | 0.01% | 320 |
|
|
2022
Q2 | $375K | Sell |
10,737
-10,397
| -49% | -$363K | 0.01% | 387 |
|
|
2022
Q1 | $1.77M | Buy |
21,134
+704
| +3% | +$59K | 0.04% | 200 |
|
|
2021
Q4 | $1.57M | Buy |
20,430
+10,340
| +102% | +$795K | 0.04% | 202 |
|
|
2021
Q3 | $898K | Sell |
10,090
-9,646
| -49% | -$858K | 0.09% | 112 |
|
|
2021
Q2 | $1.68M | Sell |
19,736
-68
| -0.3% | -$5.8K | 0.06% | 167 |
|
|
2021
Q1 | $1.7M | Buy |
19,804
+540
| +3% | +$46.2K | 0.07% | 146 |
|
|
2020
Q4 | $1.44M | Buy |
19,264
+198
| +1% | +$14.8K | 0.07% | 149 |
|
|
2020
Q3 | $1.23M | Sell |
19,066
-39
| -0.2% | -$2.52K | 0.07% | 150 |
|
|
2020
Q2 | $961K | Buy |
19,105
+7,426
| +64% | +$374K | 0.06% | 155 |
|
|
2020
Q1 | $376K | Buy |
11,679
+8,069
| +224% | +$260K | 0.03% | 228 |
|
|
2019
Q4 | $482K | Buy |
3,610
+878
| +32% | +$117K | 0.03% | 223 |
|
|
2019
Q3 | $296K | Buy |
2,732
+3
| +0.1% | +$325 | 0.02% | 280 |
|
|
2019
Q2 | $331K | Buy |
2,729
+100
| +4% | +$12.1K | 0.02% | 267 |
|
|
2019
Q1 | $301K | Buy |
2,629
+75
| +3% | +$8.59K | 0.02% | 264 |
|
|
2018
Q4 | $250K | Sell |
2,554
-100
| -4% | -$9.79K | 0.03% | 245 |
|
|
2018
Q3 | $345K | Buy |
+2,654
| New | +$345K | 0.03% | 207 |
|
|
2016
Q1 | – | Sell |
-2,000
| Closed | -$202K | – | 213 |
|
|
2015
Q4 | $202K | Buy |
+2,000
| New | +$202K | 0.08% | 163 |
|