SBIA
Sheaff Brock Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $372K | Sell |
10,654
-1,887
| -15% | -$65.9K | 0.03% | 301 |
|
|
2024
Q4 | $503K | Buy |
12,541
+1,565
| +14% | +$62.8K | 0.04% | 255 |
|
|
2024
Q3 | $600K | Sell |
10,976
-295
| -3% | -$16.1K | 0.05% | 234 |
|
|
2024
Q2 | $598K | Sell |
11,271
-306
| -3% | -$16.2K | 0.06% | 226 |
|
|
2024
Q1 | $671K | Sell |
11,577
-2,635
| -19% | -$153K | 0.04% | 242 |
|
|
2023
Q4 | $779K | Sell |
14,212
-339
| -2% | -$18.6K | 0.06% | 206 |
|
|
2023
Q3 | $750K | Sell |
14,551
-472
| -3% | -$24.3K | 0.07% | 193 |
|
|
2023
Q2 | $800K | Sell |
15,023
-1,160
| -7% | -$61.8K | 0.07% | 191 |
|
|
2023
Q1 | $887K | Buy |
16,183
+244
| +2% | +$13.4K | 0.08% | 183 |
|
|
2022
Q4 | $803K | Sell |
15,939
-146,830
| -90% | -$7.4M | 0.08% | 189 |
|
|
2022
Q3 | $7.15M | Buy |
162,769
+59,697
| +58% | +$2.62M | 0.77% | 28 |
|
|
2022
Q2 | $5.32M | Sell |
103,072
-11,234
| -10% | -$580K | 0.44% | 42 |
|
|
2022
Q1 | $7.28M | Sell |
114,306
-53,047
| -32% | -$3.38M | 0.51% | 36 |
|
|
2021
Q4 | $9.49M | Buy |
167,353
+63,969
| +62% | +$3.63M | 0.64% | 22 |
|
|
2021
Q3 | $5.95M | Sell |
103,384
-50,404
| -33% | -$2.9M | 0.44% | 45 |
|
|
2021
Q2 | $9.73M | Buy |
153,788
+51,088
| +50% | +$3.23M | 0.7% | 15 |
|
|
2021
Q1 | $6.57M | Buy |
102,700
+91,961
| +856% | +$5.88M | 0.52% | 32 |
|
|
2020
Q4 | $596K | Sell |
10,739
-526
| -5% | -$29.2K | 0.05% | 204 |
|
|
2020
Q3 | $530K | Sell |
11,265
-290
| -3% | -$13.6K | 0.05% | 208 |
|
|
2020
Q2 | $471K | Buy |
11,555
+17
| +0.1% | +$693 | 0.05% | 219 |
|
|
2020
Q1 | $337K | Sell |
11,538
-18,000
| -61% | -$526K | 0.04% | 244 |
|
|
2019
Q4 | $1.62M | Buy |
29,538
+565
| +2% | +$30.9K | 0.16% | 89 |
|
|
2019
Q3 | $1.38M | Buy |
28,973
+148
| +0.5% | +$7.05K | 0.15% | 98 |
|
|
2019
Q2 | $1.42M | Buy |
+28,825
| New | +$1.42M | 0.15% | 94 |
|