Number of Shares
13,632
Previous 13,352 2.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 07, 2025

BUY
N/A
280 Added 2.1%
13,632 $0
Q3 2024

Oct 21, 2024

SELL
N/A
-6 Reduced 0.04%
13,352 $0
Q2 2024

Jul 15, 2024

SELL
N/A
-4,305 Reduced 24.37%
13,358 $0
Q1 2024

Apr 30, 2024

SELL
N/A
-2,871 Reduced 13.98%
17,663 $0
Q4 2023

Jan 25, 2024

BUY
N/A
20,534 New
20,534 $0
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.