SBIA
Sheaff Brock Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.6M | Buy |
39,350
+381
| +1% | +$103K | 0.97% | 16 |
|
|
2024
Q4 | $11.6M | Sell |
38,969
-470
| -1% | -$139K | 1.01% | 16 |
|
|
2024
Q3 | $10.7M | Sell |
39,439
-445
| -1% | -$121K | 0.94% | 20 |
|
|
2024
Q2 | $9.24M | Sell |
39,884
-27,773
| -41% | -$6.43M | 0.86% | 21 |
|
|
2024
Q1 | $15.4M | Buy |
67,657
+54,023
| +396% | +$12.3M | 0.97% | 10 |
|
|
2023
Q4 | $2.55M | Hold |
13,634
| – | – | 0.2% | 86 |
|
|
2023
Q3 | $2.03M | Buy |
13,634
+1
| +0% | +$149 | 0.18% | 96 |
|
|
2023
Q2 | $2.37M | Buy |
13,633
+1
| +0% | +$174 | 0.2% | 91 |
|
|
2023
Q1 | $2.25M | Buy |
13,632
+206
| +2% | +$34K | 0.21% | 88 |
|
|
2022
Q4 | $1.98M | Hold |
13,426
| – | – | 0.2% | 87 |
|
|
2022
Q3 | $1.81M | Hold |
13,426
| – | – | 0.19% | 89 |
|
|
2022
Q2 | $1.86M | Sell |
13,426
-28
| -0.2% | -$3.88K | 0.16% | 91 |
|
|
2022
Q1 | $2.52M | Buy |
13,454
+9
| +0.1% | +$1.68K | 0.18% | 86 |
|
|
2021
Q4 | $2.2M | Sell |
13,445
-222
| -2% | -$36.3K | 0.15% | 96 |
|
|
2021
Q3 | $2.29M | Buy |
13,667
+1
| +0% | +$168 | 0.17% | 86 |
|
|
2021
Q2 | $2.26M | Buy |
13,666
+1
| +0% | +$165 | 0.16% | 88 |
|
|
2021
Q1 | $1.93M | Hold |
13,665
| – | – | 0.15% | 92 |
|
|
2020
Q4 | $1.65M | Sell |
13,665
-50
| -0.4% | -$6.05K | 0.14% | 95 |
|
|
2020
Q3 | $1.38M | Sell |
13,715
-27,348
| -67% | -$2.74M | 0.13% | 106 |
|
|
2020
Q2 | $3.91M | Buy |
41,063
+26,848
| +189% | +$2.56M | 0.39% | 50 |
|
|
2020
Q1 | $1.22M | Sell |
14,215
-106
| -0.7% | -$9.08K | 0.16% | 85 |
|
|
2019
Q4 | $1.78M | Hold |
14,321
| – | – | 0.17% | 81 |
|
|
2019
Q3 | $1.69M | Sell |
14,321
-5,400
| -27% | -$639K | 0.18% | 79 |
|
|
2019
Q2 | $2.43M | Sell |
19,721
-23,191
| -54% | -$2.86M | 0.26% | 67 |
|
|
2019
Q1 | $4.69M | Buy |
42,912
+2,043
| +5% | +$223K | 0.57% | 43 |
|
|
2018
Q4 | $3.9M | Buy |
40,869
+8,674
| +27% | +$827K | 0.61% | 45 |
|
|
2018
Q3 | $3.43M | Buy |
32,195
+625
| +2% | +$66.5K | 0.32% | 60 |
|
|
2018
Q2 | $3.09M | Buy |
31,570
+1,737
| +6% | +$170K | 0.3% | 61 |
|
|
2018
Q1 | $2.78M | Buy |
29,833
+1,663
| +6% | +$155K | 0.29% | 64 |
|
|
2017
Q4 | $2.8M | Buy |
28,170
+320
| +1% | +$31.8K | 0.36% | 61 |
|
|
2017
Q3 | $2.52M | Sell |
27,850
-455
| -2% | -$41.2K | 0.33% | 69 |
|
|
2017
Q2 | $2.38M | Buy |
28,305
+12,663
| +81% | +$1.07M | 0.31% | 69 |
|
|
2017
Q1 | $1.24M | Sell |
15,642
-1,688
| -10% | -$133K | 0.16% | 121 |
|
|
2016
Q4 | $1.28M | Buy |
17,330
+2,982
| +21% | +$221K | 0.16% | 121 |
|
|
2016
Q3 | $919K | Buy |
14,348
+2
| +0% | +$128 | 0.12% | 161 |
|
|
2016
Q2 | $872K | Buy |
14,346
+3
| +0% | +$182 | 0.11% | 185 |
|
|
2016
Q1 | $881K | Sell |
14,343
-9,002
| -39% | -$553K | 0.11% | 182 |
|
|
2015
Q4 | $1.62M | Buy |
+23,345
| New | +$1.62M | 0.18% | 132 |
|