SFA
Sequoia Financial Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Buy |
13,876
+1,835
| +15% | +$558K | 0.03% | 310 |
|
|
2025
Q1 | $3.23M | Buy |
12,041
+751
| +7% | +$202K | 0.02% | 338 |
|
|
2024
Q4 | $2.78M | Buy |
11,290
+258
| +2% | +$63.5K | 0.03% | 340 |
|
|
2024
Q3 | $2.53M | Buy |
11,032
+560
| +5% | +$128K | 0.03% | 324 |
|
|
2024
Q2 | $2.11M | Buy |
10,472
+173
| +2% | +$34.9K | 0.03% | 312 |
|
|
2024
Q1 | $2.01M | Sell |
10,299
-10,558
| -51% | -$2.06M | 0.03% | 322 |
|
|
2023
Q4 | $3.22M | Buy |
20,857
+11,796
| +130% | +$1.82M | 0.04% | 266 |
|
|
2023
Q3 | $1.17M | Buy |
9,061
+2,497
| +38% | +$323K | 0.02% | 305 |
|
|
2023
Q2 | $898K | Buy |
6,564
+318
| +5% | +$43.5K | 0.02% | 366 |
|
|
2023
Q1 | $790K | Buy |
6,246
+1,200
| +24% | +$152K | 0.02% | 360 |
|
|
2022
Q4 | $521K | Buy |
5,046
+1,694
| +51% | +$175K | 0.01% | 424 |
|
|
2022
Q3 | $272K | Sell |
3,352
-1,471
| -30% | -$119K | 0.01% | 416 |
|
|
2022
Q2 | $438K | Buy |
4,823
+1,004
| +26% | +$91.2K | 0.01% | 351 |
|
|
2022
Q1 | $423K | Buy |
3,819
+542
| +17% | +$60K | 0.01% | 398 |
|
|
2021
Q4 | $459K | Buy |
3,277
+1,400
| +75% | +$196K | 0.01% | 341 |
|
|
2021
Q3 | $253K | Sell |
1,877
-484
| -20% | -$65.2K | 0.03% | 225 |
|
|
2021
Q2 | $332K | Buy |
2,361
+189
| +9% | +$26.6K | 0.01% | 356 |
|
|
2021
Q1 | $267K | Sell |
2,172
-518
| -19% | -$63.7K | 0.01% | 365 |
|
|
2020
Q4 | $351K | Buy |
2,690
+22
| +0.8% | +$2.87K | 0.02% | 295 |
|
|
2020
Q3 | $416K | Sell |
2,668
-294
| -10% | -$45.8K | 0.02% | 251 |
|
|
2020
Q2 | $415K | Buy |
2,962
+114
| +4% | +$16K | 0.02% | 241 |
|
|
2020
Q1 | $315K | Sell |
2,848
-671
| -19% | -$74.2K | 0.02% | 263 |
|
|
2019
Q4 | $472K | Buy |
3,519
+87
| +3% | +$11.7K | 0.03% | 230 |
|
|
2019
Q3 | $405K | Buy |
3,432
+67
| +2% | +$7.91K | 0.03% | 221 |
|
|
2019
Q2 | $460K | Buy |
3,365
+117
| +4% | +$16K | 0.03% | 209 |
|
|
2019
Q1 | $375K | Buy |
3,248
+317
| +11% | +$36.6K | 0.03% | 238 |
|
|
2018
Q4 | $292K | Hold |
2,931
| – | – | 0.03% | 210 |
|
|
2018
Q3 | $361K | Sell |
2,931
-316
| -10% | -$38.9K | 0.04% | 199 |
|
|
2018
Q2 | $376K | Sell |
3,247
-20
| -0.6% | -$2.32K | 0.04% | 188 |
|
|
2018
Q1 | $344K | Sell |
3,267
-529
| -14% | -$55.7K | 0.04% | 208 |
|
|
2017
Q4 | $427K | Sell |
3,796
-52
| -1% | -$5.85K | 0.05% | 183 |
|
|
2017
Q3 | $422K | Buy |
3,848
+80
| +2% | +$8.77K | 0.05% | 172 |
|
|
2017
Q2 | $394K | Sell |
3,768
-459
| -11% | -$48K | 0.05% | 171 |
|
|
2017
Q1 | $415K | Buy |
4,227
+457
| +12% | +$44.9K | 0.05% | 158 |
|
|
2016
Q4 | $326K | Sell |
3,770
-70
| -2% | -$6.05K | 0.05% | 185 |
|
|
2016
Q3 | $351K | Buy |
3,840
+87
| +2% | +$7.95K | 0.07% | 151 |
|
|
2016
Q2 | $282K | Sell |
3,753
-13
| -0.3% | -$977 | 0.08% | 180 |
|
|
2016
Q1 | $303K | Sell |
3,766
-174
| -4% | -$14K | 0.1% | 137 |
|
|
2015
Q4 | $312K | Sell |
3,940
-225
| -5% | -$17.8K | 0.13% | 123 |
|
|
2015
Q3 | $270K | Sell |
4,165
-309
| -7% | -$20K | 0.12% | 130 |
|
|
2015
Q2 | $314K | Buy |
4,474
+4
| +0.1% | +$281 | 0.13% | 132 |
|
|
2015
Q1 | $323K | Sell |
4,470
-667
| -13% | -$48.2K | 0.15% | 121 |
|
|
2014
Q4 | $358K | Buy |
5,137
+447
| +10% | +$31.2K | 0.24% | 90 |
|
|
2014
Q3 | $338K | Buy |
4,690
+474
| +11% | +$34.2K | 0.23% | 104 |
|
|
2014
Q2 | $325K | Sell |
4,216
-422
| -9% | -$32.5K | 0.25% | 94 |
|
|
2014
Q1 | $377K | Buy |
4,638
+1,988
| +75% | +$162K | 0.31% | 84 |
|
|
2013
Q4 | $231K | Buy |
+2,650
| New | +$231K | 0.19% | 123 |
|