SFA
Sequoia Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Sell |
301,255
-317
| -0.1% | -$25.4K | 0.17% | 107 |
|
|
2025
Q1 | $21.6M | Buy |
301,572
+16,869
| +6% | +$1.21M | 0.17% | 117 |
|
|
2024
Q4 | $20M | Buy |
284,703
+143,031
| +101% | +$10M | 0.19% | 110 |
|
|
2024
Q3 | $8M | Buy |
141,672
+77,536
| +121% | +$4.38M | 0.09% | 171 |
|
|
2024
Q2 | $3.81M | Buy |
64,136
+8,883
| +16% | +$528K | 0.05% | 220 |
|
|
2024
Q1 | $3.2M | Sell |
55,253
-27,208
| -33% | -$1.58M | 0.04% | 254 |
|
|
2023
Q4 | $4.06M | Buy |
82,461
+51,484
| +166% | +$2.53M | 0.05% | 235 |
|
|
2023
Q3 | $1.27M | Sell |
30,977
-732
| -2% | -$29.9K | 0.02% | 294 |
|
|
2023
Q2 | $1.35M | Buy |
31,709
+3,224
| +11% | +$138K | 0.02% | 298 |
|
|
2023
Q1 | $1.06M | Sell |
28,485
-5,890
| -17% | -$220K | 0.02% | 305 |
|
|
2022
Q4 | $1.42M | Buy |
34,375
+8,749
| +34% | +$361K | 0.03% | 238 |
|
|
2022
Q3 | $1.03M | Sell |
25,626
-1,804
| -7% | -$72.7K | 0.03% | 211 |
|
|
2022
Q2 | $1.08M | Sell |
27,430
-701
| -2% | -$27.5K | 0.03% | 222 |
|
|
2022
Q1 | $1.36M | Buy |
28,131
+7,115
| +34% | +$345K | 0.03% | 223 |
|
|
2021
Q4 | $1.01M | Buy |
21,016
+13,497
| +180% | +$647K | 0.03% | 239 |
|
|
2021
Q3 | $349K | Sell |
7,519
-9,761
| -56% | -$453K | 0.04% | 189 |
|
|
2021
Q2 | $783K | Buy |
17,280
+4,815
| +39% | +$218K | 0.03% | 227 |
|
|
2021
Q1 | $487K | Buy |
12,465
+550
| +5% | +$21.5K | 0.02% | 261 |
|
|
2020
Q4 | $360K | Buy |
11,915
+962
| +9% | +$29.1K | 0.02% | 292 |
|
|
2020
Q3 | $258K | Sell |
10,953
-4,761
| -30% | -$112K | 0.01% | 323 |
|
|
2020
Q2 | $402K | Buy |
15,714
+3,915
| +33% | +$100K | 0.02% | 246 |
|
|
2020
Q1 | $339K | Sell |
11,799
-3,208
| -21% | -$92.2K | 0.03% | 248 |
|
|
2019
Q4 | $807K | Sell |
15,007
-1,706
| -10% | -$91.7K | 0.05% | 162 |
|
|
2019
Q3 | $843K | Sell |
16,713
-2,119
| -11% | -$107K | 0.06% | 140 |
|
|
2019
Q2 | $891K | Buy |
18,832
+1,425
| +8% | +$67.4K | 0.07% | 136 |
|
|
2019
Q1 | $841K | Buy |
17,407
+5,288
| +44% | +$255K | 0.07% | 134 |
|
|
2018
Q4 | $558K | Sell |
12,119
-739
| -6% | -$34K | 0.06% | 135 |
|
|
2018
Q3 | $676K | Sell |
12,858
-611
| -5% | -$32.1K | 0.07% | 137 |
|
|
2018
Q2 | $747K | Sell |
13,469
-1,494
| -10% | -$82.9K | 0.08% | 122 |
|
|
2018
Q1 | $784K | Buy |
14,963
+984
| +7% | +$51.6K | 0.08% | 122 |
|
|
2017
Q4 | $848K | Sell |
13,979
-446
| -3% | -$27.1K | 0.09% | 122 |
|
|
2017
Q3 | $796K | Sell |
14,425
-1,022
| -7% | -$56.4K | 0.09% | 121 |
|
|
2017
Q2 | $856K | Buy |
15,447
+674
| +5% | +$37.4K | 0.11% | 118 |
|
|
2017
Q1 | $822K | Sell |
14,773
-1,239
| -8% | -$68.9K | 0.1% | 114 |
|
|
2016
Q4 | $882K | Sell |
16,012
-2,238
| -12% | -$123K | 0.13% | 111 |
|
|
2016
Q3 | $808K | Sell |
18,250
-2,545
| -12% | -$113K | 0.15% | 93 |
|
|
2016
Q2 | $984K | Buy |
20,795
+5,063
| +32% | +$240K | 0.28% | 70 |
|
|
2016
Q1 | $761K | Buy |
15,732
+5,986
| +61% | +$290K | 0.25% | 77 |
|
|
2015
Q4 | $530K | Buy |
9,746
+97
| +1% | +$5.28K | 0.21% | 86 |
|
|
2015
Q3 | $495K | Sell |
9,649
-514
| -5% | -$26.4K | 0.22% | 89 |
|
|
2015
Q2 | $572K | Buy |
10,163
+1,125
| +12% | +$63.3K | 0.24% | 84 |
|
|
2015
Q1 | $492K | Buy |
9,038
+1,888
| +26% | +$103K | 0.23% | 93 |
|
|
2014
Q4 | $392K | Buy |
7,150
+1,681
| +31% | +$92.2K | 0.27% | 81 |
|
|
2014
Q3 | $284K | Sell |
5,469
-5
| -0.1% | -$260 | 0.2% | 115 |
|
|
2014
Q2 | $288K | Buy |
+5,474
| New | +$288K | 0.22% | 104 |
|