Sheaff Brock Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.89M | Buy |
75,617
+663
| +0.9% | +$60.4K | 0.63% | 50 |
|
|
2024
Q4 | $8.64M | Sell |
74,954
-2,549
| -3% | -$294K | 0.75% | 33 |
|
|
2024
Q3 | $9.19M | Buy |
77,503
+70,246
| +968% | +$8.33M | 0.8% | 28 |
|
|
2024
Q2 | $1M | Buy |
+7,257
| New | +$1M | 0.09% | 167 |
|
|
2020
Q3 | – | Sell |
-24,029
| Closed | -$669K | – | 465 |
|
|
2020
Q2 | $669K | Sell |
24,029
-395
| -2% | -$11K | 0.07% | 186 |
|
|
2020
Q1 | $490K | Hold |
24,424
| – | – | 0.06% | 193 |
|
|
2019
Q4 | $636K | Buy |
+24,424
| New | +$636K | 0.06% | 209 |
|