Sheaff Brock Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.2M | Sell |
26,312
-276
| -1% | -$178K | 1.39% | 10 |
|
|
2024
Q4 | $15.6M | Sell |
26,588
-1,518
| -5% | -$891K | 1.35% | 10 |
|
|
2024
Q3 | $16.1M | Sell |
28,106
-585
| -2% | -$301K | 1.41% | 8 |
|
|
2024
Q2 | $14.5M | Sell |
28,691
-3,093
| -10% | -$1.5M | 1.34% | 10 |
|
|
2024
Q1 | $15.4M | Buy |
31,784
+4,449
| +16% | +$1.98M | 0.97% | 10 |
|
|
2023
Q4 | $9.68M | Buy |
27,335
+3,774
| +16% | +$1.23M | 0.75% | 25 |
|
|
2023
Q3 | $7.07M | Sell |
23,561
-1,024
| -4% | -$309K | 0.64% | 39 |
|
|
2023
Q2 | $7.06M | Sell |
24,585
-1,595
| -6% | -$394K | 0.59% | 39 |
|
|
2023
Q1 | $5.55M | Sell |
26,180
-733
| -3% | -$125K | 0.51% | 50 |
|
|
2022
Q4 | $3.24M | Buy |
26,913
+548
| +2% | +$64.3K | 0.32% | 66 |
|
|
2022
Q3 | $3.58M | Sell |
26,365
-7,383
| -22% | -$1.2M | 0.38% | 58 |
|
|
2022
Q2 | $5.44M | Sell |
33,748
-1,165
| -3% | -$225K | 0.45% | 42 |
|
|
2022
Q1 | $7.76M | Buy |
34,913
+1,362
| +4% | +$340K | 0.54% | 35 |
|
|
2021
Q4 | $11.3M | Sell |
33,551
-1,764
| -5% | -$586K | 0.76% | 17 |
|
|
2021
Q3 | $12M | Buy |
35,315
+2,099
| +6% | +$756K | 0.88% | 11 |
|
|
2021
Q2 | $11.6M | Sell |
33,216
-464
| -1% | -$149K | 0.83% | 11 |
|
|
2021
Q1 | $9.92M | Buy |
33,680
+2,199
| +7% | +$592K | 0.78% | 14 |
|
|
2020
Q4 | $8.6M | Sell |
31,481
-4,820
| -13% | -$1.32M | 0.72% | 17 |
|
|
2020
Q3 | $9.51M | Sell |
36,301
-419
| -1% | -$108K | 0.88% | 11 |
|
|
2020
Q2 | $8.34M | Buy |
36,720
+10,296
| +39% | +$2.15M | 0.83% | 15 |
|
|
2020
Q1 | $4.41M | Sell |
26,424
-5,043
| -16% | -$987K | 0.58% | 32 |
|
|
2019
Q4 | $6.46M | Buy |
31,467
+2,473
| +9% | +$479K | 0.63% | 30 |
|
|
2019
Q3 | $5.16M | Sell |
28,994
-8,011
| -22% | -$1.52M | 0.56% | 40 |
|
|
2019
Q2 | $7.14M | Sell |
37,005
-1,325
| -3% | -$242K | 0.77% | 20 |
|
|
2019
Q1 | $6.39M | Buy |
38,330
+2,560
| +7% | +$407K | 0.78% | 25 |
|
|
2018
Q4 | $4.69M | Sell |
35,770
-210
| -0.6% | -$30.4K | 0.74% | 36 |
|
|
2018
Q3 | $5.92M | Sell |
35,980
-2,263
| -6% | -$410K | 0.56% | 35 |
|
|
2018
Q2 | $7.43M | Buy |
38,243
+2,623
| +7% | +$474K | 0.73% | 26 |
|
|
2018
Q1 | $5.69M | Sell |
35,620
-42,990
| -55% | -$7.72M | 0.59% | 33 |
|
|
2017
Q4 | $13.9M | Sell |
78,610
-1,460
| -2% | -$258K | 1.8% | 3 |
|
|
2017
Q3 | $13.7M | Sell |
80,070
-34,001
| -30% | -$5.67M | 1.8% | 4 |
|
|
2017
Q2 | $17.2M | Sell |
114,071
-5,519
| -5% | -$821K | 2.27% | 3 |
|
|
2017
Q1 | $17M | Buy |
119,590
+13,896
| +13% | +$1.86M | 2.21% | 3 |
|
|
2016
Q4 | $12.2M | Sell |
105,694
-21,496
| -17% | -$2.64M | 1.54% | 3 |
|
|
2016
Q3 | $16.3M | Sell |
127,190
-2,514
| -2% | -$312K | 2.18% | 3 |
|
|
2016
Q2 | $14.8M | Sell |
129,704
-14,276
| -10% | -$1.64M | 1.88% | 4 |
|
|
2016
Q1 | $16.4M | Buy |
143,980
+30,695
| +27% | +$3.24M | 2.02% | 4 |
|
|
2015
Q4 | $11.9M | Buy |
+113,285
| New | +$11.6M | 1.34% | 7 |
|
Other funds holding META
Sheaff Brock Investment Advisors's META Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 1% in Q1 2025, selling an estimated $178K and leaving 26,312 shares worth $15.2M. The position accounts for 1.39% of the portfolio, ranked #10.
Sheaff Brock Investment Advisors first reported a position in META in Q4 2015 and has held it in 38 quarters since. The position peaked at $17.2M in Q2 2017. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.
- Sheaff Brock Investment Advisors held 26,312 shares of Meta Platforms (Facebook) worth $15.2M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 276 Meta Platforms (Facebook) shares in Q1 2025, an estimated $178K.
- Meta Platforms (Facebook) made up 1.39% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #10 holding.
- Sheaff Brock Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Meta Platforms (Facebook) position peaked at $17.2M in Q2 2017.
- 4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.