Sheaff Brock Investment Advisors’s FedEx FDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$207K Buy
850
+25
+3% +$6.48K 0.02% 390
2024
Q4
$232K Hold
825
0.02% 376
2024
Q3
$226K Hold
825
0.02% 373
2024
Q2
$247K Sell
825
-20
-2% -$5.23K 0.02% 348
2024
Q1
$245K Sell
845
-939
-53% -$235K 0.02% 401
2023
Q4
$451K Buy
1,784
+50
+3% +$12.7K 0.03% 283
2023
Q3
$459K Sell
1,734
-50
-3% -$13K 0.04% 263
2023
Q2
$442K Sell
1,784
-505
-22% -$116K 0.04% 282
2023
Q1
$523K Hold
2,289
0.05% 255
2022
Q4
$396K Buy
2,289
+100
+5% +$16.6K 0.04% 284
2022
Q3
$325K Sell
2,189
-15
-0.7% -$3.17K 0.03% 312
2022
Q2
$500K Sell
2,204
-1
-0% -$213 0.04% 250
2022
Q1
$510K Buy
2,205
+55
+3% +$12.9K 0.04% 279
2021
Q4
$556K Buy
2,150
+26
+1% +$6.24K 0.04% 263
2021
Q3
$466K Buy
2,124
+711
+50% +$193K 0.03% 281
2021
Q2
$422K Buy
1,413
+50
+4% +$14.8K 0.03% 298
2021
Q1
$387K Buy
1,363
+10
+0.7% +$2.58K 0.03% 297
2020
Q4
$351K Sell
1,353
-1,467
-52% -$406K 0.03% 297
2020
Q3
$709K Buy
2,820
+100
+4% +$20K 0.07% 178
2020
Q2
$381K Hold
2,720
0.04% 256
2020
Q1
$330K Buy
2,720
+200
+8% +$28.2K 0.04% 252
2019
Q4
$381K Sell
2,520
-619
-20% -$95.4K 0.04% 286
2019
Q3
$457K Buy
3,139
+2
+0.1% +$322 0.05% 260
2019
Q2
$515K Sell
3,137
-198
-6% -$34.7K 0.06% 237
2019
Q1
$605K Buy
3,335
+2,098
+170% +$371K 0.07% 221
2018
Q4
$200K Sell
1,237
-399
-24% -$84.4K 0.03% 396
2018
Q3
$394K Sell
1,636
-114
-7% -$27.6K 0.04% 308
2018
Q2
$397K Sell
1,750
-9
-0.5% -$2.23K 0.04% 308
2018
Q1
$422K Sell
1,759
-5,469
-76% -$1.38M 0.04% 290
2017
Q4
$1.8M Buy
7,228
+5,258
+267% +$1.2M 0.23% 91
2017
Q3
$444K Sell
1,970
-714
-27% -$152K 0.06% 277
2017
Q2
$583K Sell
2,684
-119
-4% -$23.5K 0.08% 247
2017
Q1
$547K Sell
2,803
-6,372
-69% -$1.22M 0.07% 267
2016
Q4
$1.71M Sell
9,175
-1,393
-13% -$256K 0.22% 97
2016
Q3
$1.85M Sell
10,568
-2,664
-20% -$436K 0.25% 87
2016
Q2
$2.01M Sell
13,232
-1,610
-11% -$261K 0.25% 84
2016
Q1
$2.42M Sell
14,842
-2,139
-13% -$298K 0.3% 70
2015
Q4
$2.53M Buy
+16,981
New +$2.63M 0.29% 80

Other funds holding FDX

Sheaff Brock Investment Advisors's FDX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its FedEx (FDX) stake by 3% in Q1 2025, buying an estimated $6.48K and bringing the position to 850 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #390.

Sheaff Brock Investment Advisors first reported a position in FDX in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.53M in Q4 2015. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 850 shares of FedEx worth $207K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 25 FedEx shares in Q1 2025, an estimated $6.48K.
  • FedEx made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #390 holding.
  • Sheaff Brock Investment Advisors first reported a position in FedEx in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's FedEx position peaked at $2.53M in Q4 2015.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.