SFA
Sequoia Financial Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
8,509
+1,506
| +22% | +$794K | 0.03% | 298 |
|
|
2025
Q1 | $3.56M | Buy |
7,003
+1,148
| +20% | +$583K | 0.03% | 324 |
|
|
2024
Q4 | $2.92M | Buy |
5,855
+279
| +5% | +$139K | 0.03% | 330 |
|
|
2024
Q3 | $2.88M | Buy |
5,576
+674
| +14% | +$348K | 0.03% | 299 |
|
|
2024
Q2 | $2.19M | Buy |
4,902
+243
| +5% | +$108K | 0.03% | 306 |
|
|
2024
Q1 | $1.98M | Sell |
4,659
-2,534
| -35% | -$1.08M | 0.02% | 325 |
|
|
2023
Q4 | $3.17M | Buy |
7,193
+3,181
| +79% | +$1.4M | 0.04% | 269 |
|
|
2023
Q3 | $1.47M | Sell |
4,012
-722
| -15% | -$264K | 0.03% | 278 |
|
|
2023
Q2 | $1.9M | Buy |
4,734
+1,485
| +46% | +$595K | 0.03% | 249 |
|
|
2023
Q1 | $1.12M | Buy |
3,249
+153
| +5% | +$52.7K | 0.02% | 295 |
|
|
2022
Q4 | $1.04M | Buy |
3,096
+1,460
| +89% | +$489K | 0.03% | 283 |
|
|
2022
Q3 | $500K | Sell |
1,636
-571
| -26% | -$175K | 0.02% | 293 |
|
|
2022
Q2 | $744K | Buy |
2,207
+53
| +2% | +$17.9K | 0.02% | 261 |
|
|
2022
Q1 | $883K | Buy |
2,154
+1,154
| +115% | +$473K | 0.02% | 270 |
|
|
2021
Q4 | $472K | Buy |
+1,000
| New | +$472K | 0.01% | 334 |
|
|
2021
Q3 | – | Sell |
-885
| Closed | -$363K | – | 419 |
|
|
2021
Q2 | $363K | Buy |
885
+13
| +1% | +$5.33K | 0.01% | 336 |
|
|
2021
Q1 | $308K | Buy |
872
+25
| +3% | +$8.83K | 0.01% | 330 |
|
|
2020
Q4 | $278K | Sell |
847
-23
| -3% | -$7.55K | 0.01% | 334 |
|
|
2020
Q3 | $314K | Buy |
870
+2
| +0.2% | +$722 | 0.02% | 288 |
|
|
2020
Q2 | $286K | Sell |
868
-162
| -16% | -$53.4K | 0.02% | 299 |
|
|
2020
Q1 | $252K | Buy |
1,030
+43
| +4% | +$10.5K | 0.02% | 293 |
|
|
2019
Q4 | $270K | Buy |
+987
| New | +$270K | 0.02% | 314 |
|