Sequoia Financial Advisors’s Stone Energy SGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-664
| Closed | -$162K | – | 219 |
|
|
2015
Q4 | $162K | Hold |
664
| – | – | 0.07% | 168 |
|
|
2015
Q3 | $187K | Hold |
664
| – | – | 0.08% | 163 |
|
|
2015
Q2 | $475K | Buy |
664
+41
| +7% | +$29.3K | 0.2% | 95 |
|
|
2015
Q1 | $520K | Hold |
623
| – | – | 0.24% | 89 |
|
|
2014
Q4 | $598K | Hold |
623
| – | – | 0.41% | 64 |
|
|
2014
Q3 | $1.11M | Hold |
623
| – | – | 0.77% | 31 |
|
|
2014
Q2 | $1.66M | Buy |
623
+76
| +14% | +$202K | 1.26% | 17 |
|
|
2014
Q1 | $1.31M | Hold |
547
| – | – | 1.09% | 16 |
|
|
2013
Q4 | $1.08M | Buy |
+547
| New | +$1.08M | 0.89% | 22 |
|