SBIA
Sheaff Brock Investment Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $428K | Hold |
4,400
| – | – | 0.04% | 283 |
|
|
2024
Q4 | $458K | Hold |
4,400
| – | – | 0.04% | 268 |
|
|
2024
Q3 | $434K | Sell |
4,400
-400
| -8% | -$39.5K | 0.04% | 271 |
|
|
2024
Q2 | $494K | Sell |
4,800
-2,100
| -30% | -$216K | 0.05% | 248 |
|
|
2024
Q1 | $855K | Buy |
+6,900
| New | +$855K | 0.05% | 209 |
|
|
2019
Q2 | – | Sell |
-6,700
| Closed | -$457K | – | 505 |
|
|
2019
Q1 | $457K | Sell |
6,700
-200
| -3% | -$13.6K | 0.06% | 264 |
|
|
2018
Q4 | $394K | Sell |
6,900
-800
| -10% | -$45.7K | 0.06% | 265 |
|
|
2018
Q3 | $525K | Buy |
7,700
+183
| +2% | +$12.5K | 0.05% | 254 |
|
|
2018
Q2 | $466K | Sell |
7,517
-900
| -11% | -$55.8K | 0.05% | 262 |
|
|
2018
Q1 | $557K | Sell |
8,417
-10,923
| -56% | -$723K | 0.06% | 228 |
|
|
2017
Q4 | $1.38M | Buy |
+19,340
| New | +$1.38M | 0.18% | 111 |
|
|
2017
Q2 | – | Sell |
-79,280
| Closed | -$5.33M | – | 640 |
|
|
2017
Q1 | $5.33M | Sell |
79,280
-4,404
| -5% | -$296K | 0.69% | 37 |
|
|
2016
Q4 | $5.35M | Sell |
83,684
-4,172
| -5% | -$267K | 0.68% | 35 |
|
|
2016
Q3 | $5.16M | Sell |
87,856
-6,805
| -7% | -$400K | 0.69% | 32 |
|
|
2016
Q2 | $4.91M | Sell |
94,661
-3,527
| -4% | -$183K | 0.62% | 38 |
|
|
2016
Q1 | $5.37M | Buy |
+98,188
| New | +$5.37M | 0.66% | 33 |
|