Sheaff Brock Investment Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$20.5M Buy
107,589
+2,381
+2% +$517K 1.88% 5
2024
Q4
$23.1M Sell
105,208
-627
-0.6% -$128K 2.01% 5
2024
Q3
$19.7M Sell
105,835
-5,136
-5% -$937K 1.73% 6
2024
Q2
$21.4M Sell
110,971
-10,794
-9% -$1.98M 1.99% 5
2024
Q1
$22M Sell
121,765
-1,839
-1% -$307K 1.38% 6
2023
Q4
$18.8M Sell
123,604
-5,992
-5% -$840K 1.45% 6
2023
Q3
$16.5M Sell
129,596
-6,652
-5% -$891K 1.49% 6
2023
Q2
$17.8M Buy
136,248
+11,655
+9% +$1.33M 1.5% 6
2023
Q1
$12.9M Sell
124,593
-5,450
-4% -$527K 1.18% 10
2022
Q4
$10.9M Sell
130,043
-23,792
-15% -$2.35M 1.08% 15
2022
Q3
$17.4M Buy
153,835
+9,274
+6% +$1.17M 1.87% 3
2022
Q2
$15.4M Sell
144,561
-81,499
-36% -$10.2M 1.28% 6
2022
Q1
$36.8M Sell
226,060
-340
-0.2% -$52.5K 2.56% 3
2021
Q4
$37.7M Sell
226,400
-123,360
-35% -$21.1M 2.53% 3
2021
Q3
$57.4M Sell
349,760
-8,780
-2% -$1.51M 4.22% 3
2021
Q2
$61.7M Buy
358,540
+75,720
+27% +$12.6M 4.44% 3
2021
Q1
$43.8M Sell
282,820
-10,080
-3% -$1.6M 3.45% 3
2020
Q4
$47.7M Buy
292,900
+14,140
+5% +$2.26M 3.99% 3
2020
Q3
$43.9M Buy
278,760
+113,300
+68% +$17.9M 4.04% 3
2020
Q2
$22.8M Buy
165,460
+54,500
+49% +$6.58M 2.26% 3
2020
Q1
$10.8M Sell
110,960
-42,080
-27% -$4.07M 1.43% 6
2019
Q4
$14.1M Sell
153,040
-2,380
-2% -$211K 1.37% 7
2019
Q3
$13.5M Sell
155,420
-3,820
-2% -$354K 1.46% 7
2019
Q2
$15.1M Sell
159,240
-13,620
-8% -$1.27M 1.62% 4
2019
Q1
$15.4M Buy
172,860
+29,600
+21% +$2.46M 1.87% 5
2018
Q4
$10.8M Sell
143,260
-43,780
-23% -$3.64M 1.69% 7
2018
Q3
$18.7M Buy
187,040
+6,560
+4% +$617K 1.77% 5
2018
Q2
$15.3M Buy
180,480
+3,420
+2% +$271K 1.5% 4
2018
Q1
$12.8M Buy
177,060
+17,600
+11% +$1.26M 1.33% 6
2017
Q4
$9.32M Sell
159,460
-5,040
-3% -$277K 1.21% 15
2017
Q3
$7.91M Buy
164,500
+17,120
+12% +$841K 1.04% 20
2017
Q2
$7.13M Sell
147,380
-53,660
-27% -$2.56M 0.94% 21
2017
Q1
$8.91M Sell
201,040
-23,620
-11% -$984K 1.16% 11
2016
Q4
$8.42M Buy
224,660
+34,660
+18% +$1.36M 1.07% 13
2016
Q3
$7.96M Buy
190,000
+47,380
+33% +$1.81M 1.06% 13
2016
Q2
$5.1M Buy
142,620
+36,120
+34% +$1.22M 0.65% 36
2016
Q1
$3.16M Sell
106,500
-21,820
-17% -$619K 0.39% 55
2015
Q4
$4.34M Buy
+128,320
New +$4.04M 0.49% 45

Other funds holding AMZN

Sheaff Brock Investment Advisors's AMZN Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Amazon (AMZN) stake by 2.3% in Q1 2025, buying an estimated $517K and bringing the position to 107,589 shares worth $20.5M. The position accounts for 1.88% of the portfolio, ranked #5.

Sheaff Brock Investment Advisors first reported a position in AMZN in Q4 2015 and has held it in 38 quarters since. The position peaked at $61.7M in Q2 2021. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Sheaff Brock Investment Advisors held 107,589 shares of Amazon worth $20.5M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 2,381 Amazon shares in Q1 2025, an estimated $517K.
  • Amazon made up 1.88% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #5 holding.
  • Sheaff Brock Investment Advisors first reported a position in Amazon in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Amazon position peaked at $61.7M in Q2 2021.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.