Sheaff Brock Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.32M | Buy |
48,807
+488
| +1% | +$81.7K | 0.76% | 31 |
|
|
2024
Q4 | $8.1M | Sell |
48,319
-112
| -0.2% | -$19.1K | 0.7% | 37 |
|
|
2024
Q3 | $8.39M | Buy |
48,431
+240
| +0.5% | +$40.7K | 0.73% | 35 |
|
|
2024
Q2 | $7.95M | Sell |
48,191
-26,881
| -36% | -$4.39M | 0.74% | 31 |
|
|
2024
Q1 | $12.2M | Buy |
75,072
+800
| +1% | +$125K | 0.77% | 20 |
|
|
2023
Q4 | $10.9M | Buy |
74,272
+750
| +1% | +$111K | 0.84% | 21 |
|
|
2023
Q3 | $10.7M | Buy |
73,522
+23,787
| +48% | +$3.63M | 0.97% | 15 |
|
|
2023
Q2 | $7.55M | Sell |
49,735
-470
| -0.9% | -$70.8K | 0.64% | 35 |
|
|
2023
Q1 | $7.46M | Buy |
50,205
+588
| +1% | +$84.1K | 0.69% | 31 |
|
|
2022
Q4 | $7.52M | Buy |
49,617
+254
| +0.5% | +$35.6K | 0.74% | 31 |
|
|
2022
Q3 | $6.23M | Sell |
49,363
-22,116
| -31% | -$3.14M | 0.67% | 34 |
|
|
2022
Q2 | $10.3M | Buy |
71,479
+146
| +0.2% | +$21.9K | 0.86% | 13 |
|
|
2022
Q1 | $10.9M | Sell |
71,333
-2,424
| -3% | -$379K | 0.76% | 16 |
|
|
2021
Q4 | $12.1M | Buy |
73,757
+24,065
| +48% | +$3.57M | 0.81% | 15 |
|
|
2021
Q3 | $6.95M | Sell |
49,692
-31,407
| -39% | -$4.45M | 0.51% | 33 |
|
|
2021
Q2 | $10.9M | Buy |
81,099
+9,782
| +14% | +$1.32M | 0.79% | 13 |
|
|
2021
Q1 | $9.66M | Sell |
71,317
-257
| -0.4% | -$33.5K | 0.76% | 16 |
|
|
2020
Q4 | $9.96M | Sell |
71,574
-393
| -0.5% | -$54.9K | 0.83% | 12 |
|
|
2020
Q3 | $10M | Buy |
71,967
+22,271
| +45% | +$2.96M | 0.92% | 9 |
|
|
2020
Q2 | $5.94M | Buy |
49,696
+35,208
| +243% | +$4.11M | 0.59% | 23 |
|
|
2020
Q1 | $1.59M | Sell |
14,488
-393
| -3% | -$47.2K | 0.21% | 74 |
|
|
2019
Q4 | $1.86M | Sell |
14,881
-376
| -2% | -$46K | 0.18% | 78 |
|
|
2019
Q3 | $1.9M | Buy |
15,257
+201
| +1% | +$23.8K | 0.21% | 77 |
|
|
2019
Q2 | $1.65M | Sell |
15,056
-144
| -0.9% | -$15.3K | 0.18% | 84 |
|
|
2019
Q1 | $1.58M | Sell |
15,200
-220
| -1% | -$21.4K | 0.19% | 94 |
|
|
2018
Q4 | $1.42M | Buy |
15,420
+42
| +0.3% | +$3.75K | 0.22% | 85 |
|
|
2018
Q3 | $1.28M | Sell |
15,378
-3,577
| -19% | -$293K | 0.12% | 118 |
|
|
2018
Q2 | $1.48M | Sell |
18,955
-53
| -0.3% | -$3.99K | 0.14% | 107 |
|
|
2018
Q1 | $1.51M | Buy |
19,008
+542
| +3% | +$45.2K | 0.16% | 99 |
|
|
2017
Q4 | $1.7M | Sell |
18,466
-686
| -4% | -$61.7K | 0.22% | 96 |
|
|
2017
Q3 | $1.74M | Buy |
19,152
+228
| +1% | +$20.8K | 0.23% | 94 |
|
|
2017
Q2 | $1.65M | Sell |
18,924
-371
| -2% | -$32.7K | 0.22% | 97 |
|
|
2017
Q1 | $1.73M | Sell |
19,295
-19,199
| -50% | -$1.7M | 0.23% | 94 |
|
|
2016
Q4 | $3.24M | Sell |
38,494
-554
| -1% | -$47.2K | 0.41% | 58 |
|
|
2016
Q3 | $3.5M | Sell |
39,048
-2,412
| -6% | -$209K | 0.47% | 49 |
|
|
2016
Q2 | $3.51M | Sell |
41,460
-1,605
| -4% | -$132K | 0.45% | 50 |
|
|
2016
Q1 | $3.54M | Sell |
43,065
-1,612
| -4% | -$130K | 0.44% | 48 |
|
|
2015
Q4 | $3.55M | Buy |
+44,677
| New | +$3.41M | 0.4% | 54 |
|
Other funds holding PG
Sheaff Brock Investment Advisors's PG Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Procter & Gamble (PG) stake by 1% in Q1 2025, buying an estimated $81.7K and bringing the position to 48,807 shares worth $8.32M. The position accounts for 0.76% of the portfolio, ranked #31.
Sheaff Brock Investment Advisors first reported a position in PG in Q4 2015 and has held it in 38 quarters since. The position peaked at $12.2M in Q1 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.
- Sheaff Brock Investment Advisors held 48,807 shares of Procter & Gamble worth $8.32M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 488 Procter & Gamble shares in Q1 2025, an estimated $81.7K.
- Procter & Gamble made up 0.76% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #31 holding.
- Sheaff Brock Investment Advisors first reported a position in Procter & Gamble in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Procter & Gamble position peaked at $12.2M in Q1 2024.
- 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.