Sheaff Brock Investment Advisors’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $216K | Buy |
1,550
+100
| +7% | +$13.9K | 0.02% | 385 |
|
|
2024
Q4 | $212K | Buy |
1,450
+150
| +12% | +$21.9K | 0.02% | 394 |
|
|
2024
Q3 | $273K | Hold |
1,300
| – | – | 0.02% | 341 |
|
|
2024
Q2 | $273K | Sell |
1,300
-100
| -7% | -$21K | 0.03% | 335 |
|
|
2024
Q1 | $236K | Hold |
1,400
| – | – | 0.01% | 399 |
|
|
2023
Q4 | $268K | Sell |
1,400
-250
| -15% | -$47.8K | 0.02% | 363 |
|
|
2023
Q3 | $259K | Hold |
1,650
| – | – | 0.02% | 351 |
|
|
2023
Q2 | $238K | Buy |
1,650
+100
| +6% | +$14.4K | 0.02% | 386 |
|
|
2023
Q1 | $240K | Buy |
+1,550
| New | +$240K | 0.02% | 387 |
|
|
2022
Q2 | – | Sell |
-1,550
| Closed | -$258K | – | 518 |
|
|
2022
Q1 | $258K | Hold |
1,550
| – | – | 0.02% | 398 |
|
|
2021
Q4 | $256K | Buy |
1,550
+50
| +3% | +$8.26K | 0.02% | 416 |
|
|
2021
Q3 | $256K | Hold |
1,500
| – | – | 0.02% | 412 |
|
|
2021
Q2 | $333K | Hold |
1,500
| – | – | 0.02% | 336 |
|
|
2021
Q1 | $355K | Hold |
1,500
| – | – | 0.03% | 315 |
|
|
2020
Q4 | $345K | Hold |
1,500
| – | – | 0.03% | 295 |
|
|
2020
Q3 | $271K | Hold |
1,500
| – | – | 0.03% | 326 |
|
|
2020
Q2 | $224K | Sell |
1,500
-200
| -12% | -$29.9K | 0.02% | 354 |
|
|
2020
Q1 | $224K | Hold |
1,700
| – | – | 0.03% | 311 |
|
|
2019
Q4 | $350K | Buy |
1,700
+100
| +6% | +$20.6K | 0.03% | 298 |
|
|
2019
Q3 | $269K | Buy |
1,600
+100
| +7% | +$16.8K | 0.03% | 348 |
|
|
2019
Q2 | $282K | Hold |
1,500
| – | – | 0.03% | 340 |
|
|
2019
Q1 | $229K | Buy |
+1,500
| New | +$229K | 0.03% | 403 |
|
|
2018
Q4 | – | Sell |
-1,700
| Closed | -$200K | – | 500 |
|
|
2018
Q3 | $200K | Buy |
+1,700
| New | +$200K | 0.02% | 445 |
|
|
2018
Q1 | – | Sell |
-1,300
| Closed | -$224K | – | 548 |
|
|
2017
Q4 | $224K | Buy |
+1,300
| New | +$224K | 0.03% | 431 |
|