Sequoia Financial Advisors’s Rambus RMBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $339K | Buy |
5,297
+256
| +5% | +$16.4K | ﹤0.01% | 1193 |
|
2025
Q1 | $261K | Buy |
5,041
+808
| +19% | +$41.8K | ﹤0.01% | 1118 |
|
2024
Q4 | $224K | Buy |
+4,233
| New | +$224K | ﹤0.01% | 1165 |
|
2024
Q3 | – | Sell |
-4,868
| Closed | -$286K | – | 1327 |
|
2024
Q2 | $286K | Sell |
4,868
-1,110
| -19% | -$65.2K | ﹤0.01% | 908 |
|
2024
Q1 | $370K | Sell |
5,978
-493
| -8% | -$30.5K | ﹤0.01% | 786 |
|
2023
Q4 | $442K | Sell |
6,471
-678
| -9% | -$46.3K | 0.01% | 774 |
|
2023
Q3 | $399K | Buy |
7,149
+343
| +5% | +$19.1K | 0.01% | 581 |
|
2023
Q2 | $437K | Sell |
6,806
-68
| -1% | -$4.36K | 0.01% | 561 |
|
2023
Q1 | $352K | Buy |
6,874
+531
| +8% | +$27.2K | 0.01% | 570 |
|
2022
Q4 | $227K | Buy |
+6,343
| New | +$227K | 0.01% | 687 |
|