SBIA
Sheaff Brock Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.67M | Buy |
24,866
+1,387
| +6% | +$372K | 0.61% | 54 |
|
|
2024
Q4 | $7.85M | Sell |
23,479
-2,704
| -10% | -$904K | 0.68% | 39 |
|
|
2024
Q3 | $7.17M | Buy |
26,183
+615
| +2% | +$168K | 0.63% | 43 |
|
|
2024
Q2 | $6.57M | Buy |
25,568
+10,825
| +73% | +$2.78M | 0.61% | 42 |
|
|
2024
Q1 | $4.44M | Sell |
14,743
-19,370
| -57% | -$5.83M | 0.28% | 59 |
|
|
2023
Q4 | $8.98M | Buy |
34,113
+18,925
| +125% | +$4.98M | 0.69% | 28 |
|
|
2023
Q3 | $3.08M | Sell |
15,188
-66
| -0.4% | -$13.4K | 0.28% | 75 |
|
|
2023
Q2 | $3.22M | Sell |
15,254
-402
| -3% | -$84.9K | 0.27% | 73 |
|
|
2023
Q1 | $3.13M | Buy |
15,656
+8,050
| +106% | +$1.61M | 0.29% | 74 |
|
|
2022
Q4 | $1.01M | Buy |
7,606
+419
| +6% | +$55.6K | 0.1% | 168 |
|
|
2022
Q3 | $1.03M | Buy |
7,187
+295
| +4% | +$42.4K | 0.11% | 147 |
|
|
2022
Q2 | $1.14M | Sell |
6,892
-90
| -1% | -$14.8K | 0.09% | 136 |
|
|
2022
Q1 | $1.48M | Sell |
6,982
-483
| -6% | -$103K | 0.1% | 127 |
|
|
2021
Q4 | $1.9M | Sell |
7,465
-462
| -6% | -$117K | 0.13% | 110 |
|
|
2021
Q3 | $2.15M | Buy |
7,927
+1,680
| +27% | +$456K | 0.16% | 95 |
|
|
2021
Q2 | $1.53M | Sell |
6,247
-1,018
| -14% | -$249K | 0.11% | 116 |
|
|
2021
Q1 | $1.54M | Buy |
7,265
+1,460
| +25% | +$309K | 0.12% | 109 |
|
|
2020
Q4 | $1.29M | Buy |
5,805
+716
| +14% | +$159K | 0.11% | 120 |
|
|
2020
Q3 | $1.28M | Buy |
5,089
+965
| +23% | +$243K | 0.12% | 112 |
|
|
2020
Q2 | $773K | Sell |
4,124
-376
| -8% | -$70.5K | 0.08% | 160 |
|
|
2020
Q1 | $648K | Buy |
4,500
+150
| +3% | +$21.6K | 0.09% | 149 |
|
|
2019
Q4 | $707K | Buy |
4,350
+208
| +5% | +$33.8K | 0.07% | 190 |
|
|
2019
Q3 | $615K | Buy |
4,142
+426
| +11% | +$63.3K | 0.07% | 206 |
|
|
2019
Q2 | $564K | Buy |
3,716
+32
| +0.9% | +$4.86K | 0.06% | 222 |
|
|
2019
Q1 | $583K | Buy |
3,684
+500
| +16% | +$79.1K | 0.07% | 228 |
|
|
2018
Q4 | $436K | Sell |
3,184
-575
| -15% | -$78.7K | 0.07% | 250 |
|
|
2018
Q3 | $598K | Buy |
3,759
+72
| +2% | +$11.5K | 0.06% | 229 |
|
|
2018
Q2 | $503K | Buy |
3,687
+894
| +32% | +$122K | 0.05% | 249 |
|
|
2018
Q1 | $325K | Sell |
2,793
-33
| -1% | -$3.84K | 0.03% | 323 |
|
|
2017
Q4 | $289K | Buy |
2,826
+540
| +24% | +$55.2K | 0.04% | 359 |
|
|
2017
Q3 | $214K | Buy |
+2,286
| New | +$214K | 0.03% | 463 |
|
|
2016
Q1 | – | Sell |
-2,818
| Closed | -$221K | – | 642 |
|
|
2015
Q4 | $221K | Buy |
+2,818
| New | +$221K | 0.03% | 482 |
|