Sheaff Brock Investment Advisors’s Flowers Foods FLO Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio FLO Stock Details FLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,000	Closed	-$208K	–	462
2024 Q3	$208K	Buy	+9,000	New	+$204K	0.02%	396
2024 Q2	–	Sell	-9,000	Closed	-$214K	–	483
2024 Q1	$214K	Hold	9,000	–	–	0.01%	429
2023 Q4	$203K	Buy	+9,000	New	+$194K	0.02%	418
2023 Q3	–	Sell	-9,000	Closed	-$224K	–	471
2023 Q2	$224K	Hold	9,000	–	–	0.02%	400
2023 Q1	$247K	Hold	9,000	–	–	0.02%	393
2022 Q4	$259K	Hold	9,000	–	–	0.03%	369
2022 Q3	$222K	Sell	9,000 -124	-1%	-$3.35K	0.02%	391
2022 Q2	$240K	Hold	9,124	–	–	0.02%	386
2022 Q1	$235K	Hold	9,124	–	–	0.02%	427
2021 Q4	$251K	Hold	9,124	–	–	0.02%	427
2021 Q3	$215K	Hold	9,124	–	–	0.02%	473
2021 Q2	$221K	Sell	9,124 -876	-9%	-$21.3K	0.02%	446
2021 Q1	$238K	Sell	10,000 -500	-5%	-$11.4K	0.02%	405
2020 Q4	$238K	Hold	10,500	–	–	0.02%	385
2020 Q3	$255K	Hold	10,500	–	–	0.02%	337
2020 Q2	$235K	Buy	10,500 +500	+5%	+$11.3K	0.02%	352
2020 Q1	$205K	Hold	10,000	–	–	0.03%	333
2019 Q4	$217K	Hold	10,000	–	–	0.02%	397
2019 Q3	$231K	Hold	10,000	–	–	0.03%	374
2019 Q2	$233K	Hold	10,000	–	–	0.03%	388
2019 Q1	$213K	Hold	10,000	–	–	0.03%	419
2018 Q4	$185K	Buy	+10,000	New	+$192K	0.03%	403

Other funds holding FLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Sheaff Brock Investment Advisors's FLO Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Flowers Foods (FLO) in Q4 2024, closing a stake of 9,000 shares — an estimated $208K sold.

Sheaff Brock Investment Advisors first reported a position in FLO in Q4 2018 and held it in 22 quarters. The position peaked at $259K in Q4 2022. 392 funds tracked by Wall St. Rank hold FLO as of Q4 2024.

Sheaff Brock Investment Advisors reported no remaining Flowers Foods position as of Q4 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 9,000 Flowers Foods shares in Q4 2024, an estimated $208K.
Sheaff Brock Investment Advisors first reported a position in Flowers Foods in Q4 2018 and held it in 22 quarters.
Sheaff Brock Investment Advisors's Flowers Foods position peaked at $259K in Q4 2022.
392 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.