Sequoia Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
9,341
+318
| +4% | +$54.8K | 0.01% | 527 |
|
|
2025
Q1 | $1.59M | Buy |
9,023
+186
| +2% | +$32.8K | 0.01% | 483 |
|
|
2024
Q4 | $1.72M | Buy |
8,837
+861
| +11% | +$168K | 0.02% | 441 |
|
|
2024
Q3 | $1.42M | Buy |
7,976
+145
| +2% | +$25.9K | 0.02% | 452 |
|
|
2024
Q2 | $1.61M | Sell |
7,831
-113
| -1% | -$23.2K | 0.02% | 373 |
|
|
2024
Q1 | $2M | Buy |
7,944
+366
| +5% | +$92.1K | 0.02% | 323 |
|
|
2023
Q4 | $1.39M | Buy |
7,578
+451
| +6% | +$82.7K | 0.02% | 436 |
|
|
2023
Q3 | $1.28M | Buy |
7,127
+120
| +2% | +$21.6K | 0.02% | 292 |
|
|
2023
Q2 | $1.13M | Buy |
7,007
+907
| +15% | +$146K | 0.02% | 329 |
|
|
2023
Q1 | $864K | Sell |
6,100
-180
| -3% | -$25.5K | 0.02% | 340 |
|
|
2022
Q4 | $858K | Buy |
6,280
+3,492
| +125% | +$477K | 0.02% | 322 |
|
|
2022
Q3 | $363K | Sell |
2,788
-1,502
| -35% | -$196K | 0.01% | 344 |
|
|
2022
Q2 | $661K | Buy |
4,290
+550
| +15% | +$84.7K | 0.02% | 282 |
|
|
2022
Q1 | $674K | Buy |
3,740
+311
| +9% | +$56K | 0.02% | 298 |
|
|
2021
Q4 | $635K | Buy |
+3,429
| New | +$635K | 0.02% | 290 |
|
|
2021
Q3 | – | Sell |
-1,928
| Closed | -$337K | – | 432 |
|
|
2021
Q2 | $337K | Buy |
1,928
+344
| +22% | +$60.1K | 0.01% | 350 |
|
|
2021
Q1 | $247K | Sell |
1,584
-304
| -16% | -$47.4K | 0.01% | 383 |
|
|
2020
Q4 | $292K | Hold |
1,888
| – | – | 0.01% | 323 |
|
|
2020
Q3 | $250K | Buy |
1,888
+44
| +2% | +$5.83K | 0.01% | 330 |
|
|
2020
Q2 | $232K | Sell |
1,844
-134
| -7% | -$16.9K | 0.01% | 326 |
|
|
2020
Q1 | $237K | Buy |
+1,978
| New | +$237K | 0.02% | 308 |
|