Sequoia Financial Advisors’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
3,383
-62
| -2% | -$10.4K | ﹤0.01% | 933 |
|
|
2025
Q1 | $444K | Buy |
3,445
+59
| +2% | +$7.6K | ﹤0.01% | 893 |
|
|
2024
Q4 | $493K | Buy |
3,386
+85
| +3% | +$12.4K | ﹤0.01% | 806 |
|
|
2024
Q3 | $526K | Buy |
3,301
+219
| +7% | +$34.9K | 0.01% | 725 |
|
|
2024
Q2 | $438K | Sell |
3,082
-26
| -0.8% | -$3.7K | 0.01% | 743 |
|
|
2024
Q1 | $383K | Sell |
3,108
-74
| -2% | -$9.11K | ﹤0.01% | 773 |
|
|
2023
Q4 | $321K | Buy |
3,182
+132
| +4% | +$13.3K | ﹤0.01% | 897 |
|
|
2023
Q3 | $248K | Buy |
3,050
+139
| +5% | +$11.3K | ﹤0.01% | 766 |
|
|
2023
Q2 | $247K | Buy |
+2,911
| New | +$247K | ﹤0.01% | 766 |
|