Sheaff Brock Investment Advisors’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $353K | Buy |
+9,900
| New | +$353K | 0.03% | 311 |
|
|
2024
Q3 | – | Sell |
-26,785
| Closed | -$1.53M | – | 457 |
|
|
2024
Q2 | $1.53M | Buy |
26,785
+2,635
| +11% | +$150K | 0.14% | 126 |
|
|
2024
Q1 | $2M | Buy |
24,150
+1,031
| +4% | +$85.5K | 0.13% | 113 |
|
|
2023
Q4 | $1.26M | Buy |
23,119
+400
| +2% | +$21.8K | 0.1% | 144 |
|
|
2023
Q3 | $1.3M | Buy |
22,719
+2,631
| +13% | +$150K | 0.12% | 130 |
|
|
2023
Q2 | $999K | Sell |
20,088
-5,700
| -22% | -$283K | 0.08% | 171 |
|
|
2023
Q1 | $799K | Buy |
25,788
+8,250
| +47% | +$256K | 0.07% | 195 |
|
|
2022
Q4 | $608K | Hold |
17,538
| – | – | 0.06% | 216 |
|
|
2022
Q3 | $530K | Sell |
17,538
-9,750
| -36% | -$295K | 0.06% | 221 |
|
|
2022
Q2 | $594K | Sell |
27,288
-750
| -3% | -$16.3K | 0.05% | 213 |
|
|
2022
Q1 | $516K | Buy |
28,038
+9,150
| +48% | +$168K | 0.04% | 269 |
|
|
2021
Q4 | $469K | Sell |
18,888
-5,400
| -22% | -$134K | 0.03% | 286 |
|
|
2021
Q3 | $729K | Sell |
24,288
-16,107
| -40% | -$483K | 0.05% | 203 |
|
|
2021
Q2 | $1.03M | Buy |
40,395
+3,903
| +11% | +$99K | 0.07% | 170 |
|
|
2021
Q1 | $584K | Buy |
36,492
+11,742
| +47% | +$188K | 0.05% | 227 |
|
|
2020
Q4 | $415K | Buy |
+24,750
| New | +$415K | 0.03% | 265 |
|