Sequoia Financial Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,174
Closed -$677K 1598
2025
Q1
$677K Sell
8,174
-204
-2% -$16.9K 0.01% 743
2024
Q4
$775K Buy
8,378
+241
+3% +$22.3K 0.01% 659
2024
Q3
$734K Buy
8,137
+19
+0.2% +$1.71K 0.01% 631
2024
Q2
$671K Hold
8,118
0.01% 593
2024
Q1
$629K Buy
+8,118
New +$629K 0.01% 612