Sequoia Financial Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Sequoia Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$26.66 - $33.09 $123,035 - $152,710	-4,615 Reduced 22.96%	15,488 $511,000
Q1 2025 Apr 23, 2025	BUY	$28.11 - $32.0 $108,082 - $123,040	3,845 Added 23.65%	20,103 $619,000
Q4 2024 Aug 08, 2025	BUY	$28.89 - $33.95 $22,245 - $26,141	770 Added 4.97%	16,258 $472,000
Q4 2024 Feb 07, 2025	BUY	$28.89 - $33.95 $65,349 - $76,794	2,262 Added 16.16%	16,258 $472,000
Q3 2024 Oct 21, 2024	BUY	$28.02 - $32.68 $153,437 - $178,955	5,476 Added 64.27%	13,996 $451,000
Q2 2024 Jul 15, 2024	BUY	$27.2 - $30.7 $231,744 - $261,564	8,520 New	8,520 $251,000
Q4 2023 Jan 25, 2024	BUY	$25.33 - $27.18 $228,805 - $245,516	9,033 New	9,033 $245,000

414

164M

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