Sequoia Financial Advisors’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $282K | Buy |
12,837
+616
| +5% | +$13.5K | ﹤0.01% | 1284 |
|
2025
Q1 | $218K | Sell |
12,221
-1,405
| -10% | -$25.1K | ﹤0.01% | 1210 |
|
2024
Q4 | $195K | Sell |
13,626
-3,083
| -18% | -$44.2K | ﹤0.01% | 1227 |
|
2024
Q3 | $276K | Buy |
16,709
+1,980
| +13% | +$32.7K | ﹤0.01% | 1008 |
|
2024
Q2 | $198K | Sell |
14,729
-103
| -0.7% | -$1.39K | ﹤0.01% | 1105 |
|
2024
Q1 | $250K | Buy |
14,832
+1,319
| +10% | +$22.2K | ﹤0.01% | 941 |
|
2023
Q4 | $206K | Buy |
+13,513
| New | +$206K | ﹤0.01% | 1096 |
|