SFA
Sequoia Financial Advisors’s Timken Company TKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
+5,329
| New | +$387K | ﹤0.01% | 1120 |
|
|
2025
Q1 | – | Sell |
-3,368
| Closed | -$240K | – | 1445 |
|
|
2024
Q4 | $240K | Sell |
3,368
-2,337
| -41% | -$167K | ﹤0.01% | 1125 |
|
|
2024
Q3 | $481K | Buy |
5,705
+2,405
| +73% | +$203K | 0.01% | 760 |
|
|
2024
Q2 | $264K | Buy |
3,300
+101
| +3% | +$8.09K | ﹤0.01% | 947 |
|
|
2024
Q1 | $280K | Sell |
3,199
-21
| -0.7% | -$1.84K | ﹤0.01% | 885 |
|
|
2023
Q4 | $258K | Sell |
3,220
-115
| -3% | -$9.22K | ﹤0.01% | 989 |
|
|
2023
Q3 | $245K | Sell |
3,335
-19
| -0.6% | -$1.4K | ﹤0.01% | 772 |
|
|
2023
Q2 | $307K | Buy |
3,354
+153
| +5% | +$14K | 0.01% | 684 |
|
|
2023
Q1 | $262K | Sell |
3,201
-62
| -2% | -$5.07K | 0.01% | 672 |
|
|
2022
Q4 | $231K | Buy |
+3,263
| New | +$231K | 0.01% | 681 |
|
|
2022
Q2 | – | Sell |
-3,785
| Closed | -$230K | – | 679 |
|
|
2022
Q1 | $230K | Buy |
3,785
+189
| +5% | +$11.5K | 0.01% | 581 |
|
|
2021
Q4 | $249K | Buy |
+3,596
| New | +$249K | 0.01% | 488 |
|
|
2021
Q3 | – | Sell |
-4,187
| Closed | -$337K | – | 430 |
|
|
2021
Q2 | $337K | Buy |
4,187
+3
| +0.1% | +$241 | 0.01% | 349 |
|
|
2021
Q1 | $340K | Buy |
4,184
+26
| +0.6% | +$2.11K | 0.01% | 313 |
|
|
2020
Q4 | $322K | Sell |
4,158
-185
| -4% | -$14.3K | 0.01% | 312 |
|
|
2020
Q3 | $235K | Sell |
4,343
-105
| -2% | -$5.68K | 0.01% | 344 |
|
|
2020
Q2 | $202K | Buy |
+4,448
| New | +$202K | 0.01% | 345 |
|
|
2020
Q1 | – | Sell |
-4,261
| Closed | -$240K | – | 406 |
|
|
2019
Q4 | $240K | Buy |
+4,261
| New | +$240K | 0.02% | 333 |
|
|
2019
Q3 | – | Sell |
-4,260
| Closed | -$219K | – | 389 |
|
|
2019
Q2 | $219K | Buy |
+4,260
| New | +$219K | 0.02% | 337 |
|
|
2014
Q3 | – | Sell |
-3,159
| Closed | -$214K | – | 182 |
|
|
2014
Q2 | $214K | Buy |
+3,159
| New | +$214K | 0.16% | 143 |
|