SBIA
Sheaff Brock Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.32M | Buy |
48,807
+488
| +1% | +$83.2K | 0.76% | 31 |
|
|
2024
Q4 | $8.1M | Sell |
48,319
-112
| -0.2% | -$18.8K | 0.7% | 37 |
|
|
2024
Q3 | $8.39M | Buy |
48,431
+240
| +0.5% | +$41.6K | 0.73% | 35 |
|
|
2024
Q2 | $7.95M | Sell |
48,191
-26,881
| -36% | -$4.43M | 0.74% | 31 |
|
|
2024
Q1 | $12.2M | Buy |
75,072
+800
| +1% | +$130K | 0.77% | 19 |
|
|
2023
Q4 | $10.9M | Buy |
74,272
+750
| +1% | +$110K | 0.84% | 20 |
|
|
2023
Q3 | $10.7M | Buy |
73,522
+23,787
| +48% | +$3.47M | 0.97% | 14 |
|
|
2023
Q2 | $7.55M | Sell |
49,735
-470
| -0.9% | -$71.3K | 0.64% | 34 |
|
|
2023
Q1 | $7.46M | Buy |
50,205
+588
| +1% | +$87.4K | 0.69% | 30 |
|
|
2022
Q4 | $7.52M | Buy |
49,617
+254
| +0.5% | +$38.5K | 0.74% | 30 |
|
|
2022
Q3 | $6.23M | Sell |
49,363
-22,116
| -31% | -$2.79M | 0.67% | 33 |
|
|
2022
Q2 | $10.3M | Buy |
71,479
+146
| +0.2% | +$21K | 0.86% | 12 |
|
|
2022
Q1 | $10.9M | Sell |
71,333
-2,424
| -3% | -$370K | 0.76% | 15 |
|
|
2021
Q4 | $12.1M | Buy |
73,757
+24,065
| +48% | +$3.94M | 0.81% | 14 |
|
|
2021
Q3 | $6.95M | Sell |
49,692
-31,407
| -39% | -$4.39M | 0.51% | 32 |
|
|
2021
Q2 | $10.9M | Buy |
81,099
+9,782
| +14% | +$1.32M | 0.79% | 12 |
|
|
2021
Q1 | $9.66M | Sell |
71,317
-257
| -0.4% | -$34.8K | 0.76% | 15 |
|
|
2020
Q4 | $9.96M | Sell |
71,574
-393
| -0.5% | -$54.7K | 0.83% | 11 |
|
|
2020
Q3 | $10M | Buy |
71,967
+22,271
| +45% | +$3.1M | 0.92% | 8 |
|
|
2020
Q2 | $5.94M | Buy |
49,696
+35,208
| +243% | +$4.21M | 0.59% | 22 |
|
|
2020
Q1 | $1.59M | Sell |
14,488
-393
| -3% | -$43.2K | 0.21% | 73 |
|
|
2019
Q4 | $1.86M | Sell |
14,881
-376
| -2% | -$47K | 0.18% | 77 |
|
|
2019
Q3 | $1.9M | Buy |
15,257
+201
| +1% | +$25K | 0.21% | 76 |
|
|
2019
Q2 | $1.65M | Sell |
15,056
-144
| -0.9% | -$15.8K | 0.18% | 83 |
|
|
2019
Q1 | $1.58M | Sell |
15,200
-220
| -1% | -$22.9K | 0.19% | 93 |
|
|
2018
Q4 | $1.42M | Buy |
15,420
+42
| +0.3% | +$3.86K | 0.22% | 85 |
|
|
2018
Q3 | $1.28M | Sell |
15,378
-3,577
| -19% | -$298K | 0.12% | 112 |
|
|
2018
Q2 | $1.48M | Sell |
18,955
-53
| -0.3% | -$4.14K | 0.14% | 100 |
|
|
2018
Q1 | $1.51M | Buy |
19,008
+542
| +3% | +$43K | 0.16% | 97 |
|
|
2017
Q4 | $1.7M | Sell |
18,466
-686
| -4% | -$63K | 0.22% | 96 |
|
|
2017
Q3 | $1.74M | Buy |
19,152
+228
| +1% | +$20.7K | 0.23% | 94 |
|
|
2017
Q2 | $1.65M | Sell |
18,924
-371
| -2% | -$32.3K | 0.22% | 97 |
|
|
2017
Q1 | $1.73M | Sell |
19,295
-19,199
| -50% | -$1.73M | 0.23% | 94 |
|
|
2016
Q4 | $3.24M | Sell |
38,494
-554
| -1% | -$46.6K | 0.41% | 58 |
|
|
2016
Q3 | $3.5M | Sell |
39,048
-2,412
| -6% | -$216K | 0.47% | 49 |
|
|
2016
Q2 | $3.51M | Sell |
41,460
-1,605
| -4% | -$136K | 0.45% | 50 |
|
|
2016
Q1 | $3.55M | Sell |
43,065
-1,612
| -4% | -$133K | 0.44% | 48 |
|
|
2015
Q4 | $3.55M | Buy |
+44,677
| New | +$3.55M | 0.4% | 54 |
|