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