SBIA
Sheaff Brock Investment Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.58M | Sell |
111,304
-855
| -0.8% | -$73.6K | 0.88% | 21 |
|
|
2024
Q4 | $11.8M | Sell |
112,159
-5,704
| -5% | -$600K | 1.03% | 15 |
|
|
2024
Q3 | $14M | Sell |
117,863
-21,172
| -15% | -$2.52M | 1.23% | 11 |
|
|
2024
Q2 | $12.5M | Sell |
139,035
-14,611
| -10% | -$1.31M | 1.16% | 15 |
|
|
2024
Q1 | $12.3M | Sell |
153,646
-12,843
| -8% | -$1.03M | 0.78% | 17 |
|
|
2023
Q4 | $11.7M | Sell |
166,489
-4,113
| -2% | -$288K | 0.9% | 14 |
|
|
2023
Q3 | $10.1M | Sell |
170,602
-2,950
| -2% | -$175K | 0.92% | 19 |
|
|
2023
Q2 | $9.86M | Sell |
173,552
-2,169
| -1% | -$123K | 0.83% | 20 |
|
|
2023
Q1 | $9.3M | Buy |
175,721
+327
| +0.2% | +$17.3K | 0.85% | 21 |
|
|
2022
Q4 | $8.74M | Buy |
175,394
+87
| +0% | +$4.34K | 0.86% | 20 |
|
|
2022
Q3 | $7.71M | Sell |
175,307
-4,654
| -3% | -$205K | 0.83% | 22 |
|
|
2022
Q2 | $8.76M | Sell |
179,961
-13,744
| -7% | -$669K | 0.73% | 19 |
|
|
2022
Q1 | $10.7M | Buy |
193,705
+4,074
| +2% | +$226K | 0.75% | 16 |
|
|
2021
Q4 | $9.92M | Buy |
189,631
+4,900
| +3% | +$256K | 0.66% | 19 |
|
|
2021
Q3 | $8.03M | Sell |
184,731
-2,481
| -1% | -$108K | 0.59% | 20 |
|
|
2021
Q2 | $7.92M | Sell |
187,212
-11,240
| -6% | -$476K | 0.57% | 25 |
|
|
2021
Q1 | $7.34M | Sell |
198,452
-6,688
| -3% | -$247K | 0.58% | 26 |
|
|
2020
Q4 | $6.05M | Sell |
205,140
-2,228
| -1% | -$65.7K | 0.51% | 37 |
|
|
2020
Q3 | $5.56M | Sell |
207,368
-6,167
| -3% | -$165K | 0.51% | 31 |
|
|
2020
Q2 | $5.57M | Buy |
213,535
+5,037
| +2% | +$131K | 0.55% | 24 |
|
|
2020
Q1 | $4.96M | Buy |
+208,498
| New | +$4.96M | 0.66% | 23 |
|