Sheaff Brock Investment Advisors’s PDC Energy, Inc. PDCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,522
| Closed | -$820K | – | 501 |
|
|
2023
Q2 | $820K | Hold |
11,522
| – | – | 0.07% | 191 |
|
|
2023
Q1 | $739K | Hold |
11,522
| – | – | 0.07% | 205 |
|
|
2022
Q4 | $731K | Hold |
11,522
| – | – | 0.07% | 203 |
|
|
2022
Q3 | $666K | Hold |
11,522
| – | – | 0.07% | 201 |
|
|
2022
Q2 | $710K | Hold |
11,522
| – | – | 0.06% | 200 |
|
|
2022
Q1 | $837K | Hold |
11,522
| – | – | 0.06% | 206 |
|
|
2021
Q4 | $562K | Hold |
11,522
| – | – | 0.04% | 259 |
|
|
2021
Q3 | $546K | Hold |
11,522
| – | – | 0.04% | 251 |
|
|
2021
Q2 | $528K | Hold |
11,522
| – | – | 0.04% | 258 |
|
|
2021
Q1 | $396K | Hold |
11,522
| – | – | 0.03% | 294 |
|
|
2020
Q4 | $237K | Hold |
11,522
| – | – | 0.02% | 389 |
|
|
2020
Q3 | $143K | Hold |
11,522
| – | – | 0.01% | 415 |
|
|
2020
Q2 | $143K | Hold |
11,522
| – | – | 0.01% | 409 |
|
|
2020
Q1 | $72K | Hold |
11,522
| – | – | 0.01% | 387 |
|
|
2019
Q4 | $302K | Sell |
11,522
-210
| -2% | -$5.04K | 0.03% | 336 |
|
|
2019
Q3 | $326K | Hold |
11,732
| – | – | 0.04% | 319 |
|
|
2019
Q2 | $423K | Hold |
11,732
| – | – | 0.05% | 275 |
|
|
2019
Q1 | $477K | Hold |
11,732
| – | – | 0.06% | 254 |
|
|
2018
Q4 | $349K | Hold |
11,732
| – | – | 0.05% | 286 |
|
|
2018
Q3 | $574K | Hold |
11,732
| – | – | 0.05% | 245 |
|
|
2018
Q2 | $709K | Hold |
11,732
| – | – | 0.07% | 201 |
|
|
2018
Q1 | $575K | Hold |
11,732
| – | – | 0.06% | 228 |
|
|
2017
Q4 | $605K | Buy |
11,732
+210
| +2% | +$9.94K | 0.08% | 226 |
|
|
2017
Q3 | $565K | Hold |
11,522
| – | – | 0.07% | 238 |
|
|
2017
Q2 | $497K | Hold |
11,522
| – | – | 0.07% | 273 |
|
|
2017
Q1 | $718K | Hold |
11,522
| – | – | 0.09% | 213 |
|
|
2016
Q4 | $836K | Hold |
11,522
| – | – | 0.11% | 198 |
|
|
2016
Q3 | $773K | Hold |
11,522
| – | – | 0.1% | 203 |
|
|
2016
Q2 | $664K | Hold |
11,522
| – | – | 0.08% | 228 |
|
|
2016
Q1 | $685K | Sell |
11,522
-250
| -2% | -$13K | 0.08% | 226 |
|
|
2015
Q4 | $628K | Buy |
+11,772
| New | +$677K | 0.07% | 274 |
|
Other funds holding PDCE
SIS
Sheaff Brock Investment Advisors's PDCE Position: Q3 2023 in Review
Sheaff Brock Investment Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 11,522 shares — an estimated $820K sold.
Sheaff Brock Investment Advisors first reported a position in PDCE in Q4 2015 and held it in 31 quarters. The position peaked at $837K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.
- Sheaff Brock Investment Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
- Sheaff Brock Investment Advisors sold 11,522 PDC Energy, Inc. shares in Q3 2023, an estimated $820K.
- Sheaff Brock Investment Advisors first reported a position in PDC Energy, Inc. in Q4 2015 and held it in 31 quarters.
- Sheaff Brock Investment Advisors's PDC Energy, Inc. position peaked at $837K in Q1 2022.
- 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.
Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.