SFA
Sequoia Financial Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
10,292
+137
| +1% | +$77.7K | 0.04% | 258 |
|
|
2025
Q1 | $5.99M | Buy |
10,155
+7,663
| +308% | +$4.52M | 0.05% | 243 |
|
|
2024
Q4 | $1.3M | Sell |
2,492
-2,438
| -49% | -$1.27M | 0.01% | 504 |
|
|
2024
Q3 | $2.74M | Buy |
4,930
+465
| +10% | +$259K | 0.03% | 311 |
|
|
2024
Q2 | $2.52M | Buy |
4,465
+485
| +12% | +$273K | 0.03% | 279 |
|
|
2024
Q1 | $2.23M | Sell |
3,980
-1,275
| -24% | -$715K | 0.03% | 307 |
|
|
2023
Q4 | $2.86M | Buy |
5,255
+3,660
| +229% | +$2M | 0.04% | 286 |
|
|
2023
Q3 | $772K | Sell |
1,595
-4
| -0.3% | -$1.94K | 0.01% | 397 |
|
|
2023
Q2 | $769K | Buy |
1,599
+61
| +4% | +$29.3K | 0.01% | 404 |
|
|
2023
Q1 | $678K | Buy |
1,538
+184
| +14% | +$81.1K | 0.02% | 390 |
|
|
2022
Q4 | $585K | Buy |
1,354
+719
| +113% | +$311K | 0.01% | 393 |
|
|
2022
Q3 | $228K | Sell |
635
-184
| -22% | -$66.1K | 0.01% | 458 |
|
|
2022
Q2 | $323K | Buy |
819
+42
| +5% | +$16.6K | 0.01% | 419 |
|
|
2022
Q1 | $367K | Buy |
+777
| New | +$367K | 0.01% | 434 |
|
|
2021
Q1 | – | Sell |
-493
| Closed | -$213K | – | 461 |
|
|
2020
Q4 | $213K | Buy |
+493
| New | +$213K | 0.01% | 386 |
|
|
2020
Q2 | – | Sell |
-949
| Closed | -$296K | – | 397 |
|
|
2020
Q1 | $296K | Buy |
949
+28
| +3% | +$8.73K | 0.02% | 270 |
|
|
2019
Q4 | $326K | Buy |
921
+68
| +8% | +$24.1K | 0.02% | 287 |
|
|
2019
Q3 | $304K | Buy |
853
+3
| +0.4% | +$1.07K | 0.02% | 276 |
|
|
2019
Q2 | $311K | Hold |
850
| – | – | 0.02% | 271 |
|
|
2019
Q1 | $291K | Buy |
+850
| New | +$291K | 0.02% | 270 |
|
|
2014
Q3 | – | Sell |
-1,520
| Closed | -$222K | – | 180 |
|
|
2014
Q2 | $222K | Buy |
+1,520
| New | +$222K | 0.17% | 140 |
|