Sequoia Financial Advisors’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.45M | Buy |
3,192
+632
| +25% | +$485K | 0.02% | 421 |
|
2025
Q1 | $1.41M | Buy |
2,560
+494
| +24% | +$272K | 0.01% | 513 |
|
2024
Q4 | $924K | Buy |
2,066
+845
| +69% | +$378K | 0.01% | 597 |
|
2024
Q3 | $450K | Buy |
1,221
+184
| +18% | +$67.8K | ﹤0.01% | 793 |
|
2024
Q2 | $325K | Buy |
1,037
+174
| +20% | +$54.6K | ﹤0.01% | 851 |
|
2024
Q1 | $228K | Sell |
863
-2,906
| -77% | -$767K | ﹤0.01% | 990 |
|
2023
Q4 | $708K | Buy |
+3,769
| New | +$708K | 0.01% | 637 |
|