Sequoia Financial Advisors’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
209,560
+252
| +0.1% | +$20.5K | 0.12% | 136 |
|
|
2025
Q1 | $16.8M | Buy |
209,308
+127
| +0.1% | +$10.2K | 0.13% | 137 |
|
|
2024
Q4 | $16.7M | Buy |
209,181
+891
| +0.4% | +$71.1K | 0.16% | 126 |
|
|
2024
Q3 | $16.4M | Buy |
208,290
+33
| +0% | +$2.61K | 0.18% | 115 |
|
|
2024
Q2 | $14.8M | Sell |
208,257
-328
| -0.2% | -$23.3K | 0.18% | 111 |
|
|
2024
Q1 | $15.5M | Sell |
208,585
-50,123
| -19% | -$3.72M | 0.19% | 106 |
|
|
2023
Q4 | $17.7M | Buy |
258,708
+7,579
| +3% | +$519K | 0.22% | 94 |
|
|
2023
Q3 | $14.3M | Buy |
+251,129
| New | +$14.3M | 0.25% | 78 |
|
|
2022
Q1 | – | Sell |
-6,313
| Closed | -$448K | – | 700 |
|
|
2021
Q4 | $448K | Buy |
+6,313
| New | +$448K | 0.01% | 349 |
|