Sheaff Brock Investment Advisors’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $253K | Hold |
956
| – | – | 0.02% | 360 |
|
|
2024
Q4 | $243K | Buy |
956
+6
| +0.6% | +$1.61K | 0.02% | 371 |
|
|
2024
Q3 | $301K | Sell |
950
-743
| -44% | -$264K | 0.03% | 332 |
|
|
2024
Q2 | $633K | Buy |
1,693
+2
| +0.1% | +$675 | 0.06% | 217 |
|
|
2024
Q1 | $586K | Sell |
1,691
-33
| -2% | -$12.5K | 0.04% | 268 |
|
|
2023
Q4 | $789K | Sell |
1,724
-152
| -8% | -$74.9K | 0.06% | 207 |
|
|
2023
Q3 | $913K | Buy |
1,876
+1
| +0.1% | +$470 | 0.08% | 173 |
|
|
2023
Q2 | $838K | Buy |
1,875
+7
| +0.4% | +$3.52K | 0.07% | 188 |
|
|
2023
Q1 | $907K | Buy |
1,868
+5
| +0.3% | +$2.47K | 0.08% | 184 |
|
|
2022
Q4 | $954K | Sell |
1,863
-111
| -6% | -$58.3K | 0.09% | 175 |
|
|
2022
Q3 | $958K | Sell |
1,974
-10
| -0.5% | -$4.86K | 0.1% | 158 |
|
|
2022
Q2 | $929K | Sell |
1,984
-97
| -5% | -$43.2K | 0.08% | 166 |
|
|
2022
Q1 | $905K | Buy |
2,081
+2
| +0.1% | +$837 | 0.06% | 193 |
|
|
2021
Q4 | $964K | Buy |
2,079
+1
| +0% | +$443 | 0.06% | 188 |
|
|
2021
Q3 | $808K | Buy |
2,078
+1
| +0% | +$424 | 0.06% | 198 |
|
|
2021
Q2 | $920K | Buy |
2,077
+1
| +0% | +$437 | 0.07% | 186 |
|
|
2021
Q1 | $870K | Sell |
2,076
-32
| -2% | -$12.8K | 0.07% | 170 |
|
|
2020
Q4 | $865K | Buy |
2,108
+2
| +0.1% | +$832 | 0.07% | 158 |
|
|
2020
Q3 | $872K | Sell |
2,106
-109
| -5% | -$43.8K | 0.08% | 148 |
|
|
2020
Q2 | $859K | Buy |
2,215
+1
| +0% | +$374 | 0.09% | 147 |
|
|
2020
Q1 | $695K | Sell |
2,214
-32
| -1% | -$10.8K | 0.09% | 135 |
|
|
2019
Q4 | $823K | Buy |
2,246
+1
| +0% | +$317 | 0.08% | 174 |
|
|
2019
Q3 | $574K | Sell |
2,245
-82
| -4% | -$23K | 0.06% | 220 |
|
|
2019
Q2 | $617K | Buy |
2,327
+1
| +0% | +$254 | 0.07% | 207 |
|
|
2019
Q1 | $619K | Buy |
2,326
+2
| +0.1% | +$576 | 0.08% | 218 |
|
|
2018
Q4 | $666K | Buy |
2,324
+1
| +0% | +$317 | 0.1% | 181 |
|
|
2018
Q3 | $786K | Sell |
2,323
-10
| -0.4% | -$3.25K | 0.07% | 191 |
|
|
2018
Q2 | $694K | Buy |
2,333
+1
| +0% | +$293 | 0.07% | 205 |
|
|
2018
Q1 | $627K | Buy |
2,332
+1
| +0% | +$271 | 0.06% | 215 |
|
|
2017
Q4 | $578K | Buy |
2,331
+1
| +0% | +$247 | 0.08% | 230 |
|
|
2017
Q3 | $568K | Buy |
2,330
+1
| +0% | +$245 | 0.07% | 237 |
|
|
2017
Q2 | $560K | Sell |
2,329
-98
| -4% | -$22.2K | 0.07% | 255 |
|
|
2017
Q1 | $500K | Buy |
2,427
+1
| +0% | +$207 | 0.07% | 281 |
|
|
2016
Q4 | $495K | Buy |
2,426
+1,055
| +77% | +$201K | 0.06% | 288 |
|
|
2016
Q3 | $243K | Sell |
1,371
-603
| -31% | -$105K | 0.03% | 418 |
|
|
2016
Q2 | $355K | Sell |
1,974
-57
| -3% | -$10.1K | 0.05% | 337 |
|
|
2016
Q1 | $372K | Buy |
2,031
+1
| +0% | +$173 | 0.05% | 339 |
|
|
2015
Q4 | $362K | Buy |
+2,030
| New | +$356K | 0.04% | 369 |
|
Other funds holding HUM
Sheaff Brock Investment Advisors's HUM Position: Q1 2025 in Review
Sheaff Brock Investment Advisors held its Humana (HUM) position steady in Q1 2025 at 956 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #360.
Sheaff Brock Investment Advisors first reported a position in HUM in Q4 2015 and has held it in 38 quarters since. The position peaked at $964K in Q4 2021. 900 funds tracked by Wall St. Rank hold HUM as of Q1 2025.
- Sheaff Brock Investment Advisors held 956 shares of Humana worth $253K as of Q1 2025.
- Sheaff Brock Investment Advisors left its Humana share count unchanged in Q1 2025.
- Humana made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #360 holding.
- Sheaff Brock Investment Advisors first reported a position in Humana in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Humana position peaked at $964K in Q4 2021.
- 900 funds tracked by Wall St. Rank held Humana as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.