Sequoia Financial Advisors’s Spire SR Stock Holding History

Sequoia Financial Advisors’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$761K	Buy
2025 Q2	$599K	Buy
2025 Q1	–	Sell
2024 Q4	$286K	Buy
2024 Q3	$284K	Sell
2024 Q2	$271K	Buy
2024 Q1	$269K	Sell
2023 Q4	$818K	Buy
2023 Q3	$220K	Buy