Number of Shares
30,386
Previous 29,971 1.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
N/A
415 Added 1.38%
30,386 $0
Q3 2024

Oct 21, 2024

BUY
N/A
643 Added 2.19%
29,971 $0
Q2 2024

Jul 15, 2024

BUY
N/A
1,230 Added 4.38%
29,328 $0
Q1 2024

Apr 30, 2024

SELL
N/A
-91,905 Reduced 76.59%
28,098 $0
Q4 2023

Jan 25, 2024

BUY
N/A
91,434 Added 320.05%
120,003 $0
Q3 2023

Nov 08, 2023

SELL
N/A
-4,226 Reduced 12.89%
28,569 $0
Q2 2023

Aug 08, 2023

BUY
N/A
2,998 Added 10.06%
32,795 $0
Q1 2023

Apr 24, 2023

BUY
N/A
1,265 Added 4.43%
29,797 $0
Q4 2022

Jan 17, 2023

BUY
N/A
9,969 Added 53.7%
28,532 $0
Q3 2022

Oct 26, 2022

BUY
N/A
18,563 New
18,563 $93,000
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.