SFA
Sequoia Financial Advisors’s RPM International RPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
10,282
+3,388
| +49% | +$372K | 0.01% | 639 |
|
|
2025
Q1 | $798K | Sell |
6,894
-762
| -10% | -$88.2K | 0.01% | 694 |
|
|
2024
Q4 | $942K | Buy |
7,656
+22
| +0.3% | +$2.71K | 0.01% | 591 |
|
|
2024
Q3 | $924K | Buy |
7,634
+4
| +0.1% | +$484 | 0.01% | 566 |
|
|
2024
Q2 | $822K | Buy |
7,630
+2
| +0% | +$215 | 0.01% | 534 |
|
|
2024
Q1 | $907K | Sell |
7,628
-12
| -0.2% | -$1.43K | 0.01% | 495 |
|
|
2023
Q4 | $853K | Buy |
7,640
+368
| +5% | +$41.1K | 0.01% | 580 |
|
|
2023
Q3 | $689K | Sell |
7,272
-317
| -4% | -$30.1K | 0.01% | 425 |
|
|
2023
Q2 | $681K | Sell |
7,589
-384
| -5% | -$34.5K | 0.01% | 433 |
|
|
2023
Q1 | $696K | Buy |
7,973
+230
| +3% | +$20.1K | 0.02% | 384 |
|
|
2022
Q4 | $755K | Buy |
7,743
+3,362
| +77% | +$328K | 0.02% | 347 |
|
|
2022
Q3 | $365K | Buy |
4,381
+9
| +0.2% | +$750 | 0.01% | 340 |
|
|
2022
Q2 | $344K | Sell |
4,372
-1,708
| -28% | -$134K | 0.01% | 402 |
|
|
2022
Q1 | $495K | Buy |
6,080
+767
| +14% | +$62.4K | 0.01% | 362 |
|
|
2021
Q4 | $537K | Buy |
+5,313
| New | +$537K | 0.01% | 314 |
|
|
2021
Q3 | – | Sell |
-3,856
| Closed | -$342K | – | 409 |
|
|
2021
Q2 | $342K | Buy |
3,856
+356
| +10% | +$31.6K | 0.01% | 348 |
|
|
2021
Q1 | $322K | Buy |
3,500
+257
| +8% | +$23.6K | 0.01% | 326 |
|
|
2020
Q4 | $294K | Buy |
3,243
+10
| +0.3% | +$907 | 0.01% | 322 |
|
|
2020
Q3 | $268K | Buy |
3,233
+9
| +0.3% | +$746 | 0.01% | 316 |
|
|
2020
Q2 | $242K | Buy |
+3,224
| New | +$242K | 0.01% | 319 |
|
|
2020
Q1 | – | Sell |
-5,983
| Closed | -$459K | – | 399 |
|
|
2019
Q4 | $459K | Buy |
5,983
+10
| +0.2% | +$767 | 0.03% | 233 |
|
|
2019
Q3 | $411K | Buy |
5,973
+61
| +1% | +$4.2K | 0.03% | 218 |
|
|
2019
Q2 | $361K | Buy |
5,912
+208
| +4% | +$12.7K | 0.03% | 251 |
|
|
2019
Q1 | $331K | Buy |
5,704
+1,003
| +21% | +$58.2K | 0.03% | 255 |
|
|
2018
Q4 | $276K | Buy |
4,701
+753
| +19% | +$44.2K | 0.03% | 217 |
|
|
2018
Q3 | $256K | Buy |
+3,948
| New | +$256K | 0.03% | 257 |
|