SBIA
Sheaff Brock Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $699K | Sell |
6,800
-100
| -1% | -$10.3K | 0.06% | 217 |
|
|
2024
Q4 | $751K | Buy |
6,900
+5,050
| +273% | +$550K | 0.07% | 205 |
|
|
2024
Q3 | $266K | Buy |
+1,850
| New | +$266K | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-1,745
| Closed | -$210K | – | 497 |
|
|
2024
Q1 | $210K | Buy |
+1,745
| New | +$210K | 0.01% | 423 |
|
|
2023
Q1 | – | Sell |
-11,500
| Closed | -$524K | – | 512 |
|
|
2022
Q4 | $524K | Hold |
11,500
| – | – | 0.05% | 239 |
|
|
2022
Q3 | $431K | Sell |
11,500
-300
| -3% | -$11.2K | 0.05% | 253 |
|
|
2022
Q2 | $468K | Hold |
11,800
| – | – | 0.04% | 252 |
|
|
2022
Q1 | $495K | Sell |
11,800
-400
| -3% | -$16.8K | 0.03% | 274 |
|
|
2021
Q4 | $697K | Sell |
12,200
-200
| -2% | -$11.4K | 0.05% | 222 |
|
|
2021
Q3 | $569K | Hold |
12,400
| – | – | 0.04% | 238 |
|
|
2021
Q2 | $676K | Hold |
12,400
| – | – | 0.05% | 216 |
|
|
2021
Q1 | $650K | Sell |
12,400
-911
| -7% | -$47.8K | 0.05% | 210 |
|
|
2020
Q4 | $574K | Sell |
13,311
-300
| -2% | -$12.9K | 0.05% | 211 |
|
|
2020
Q3 | $630K | Buy |
+13,611
| New | +$630K | 0.06% | 192 |
|
|
2018
Q4 | – | Sell |
-19,816
| Closed | -$491K | – | 503 |
|
|
2018
Q3 | $491K | Buy |
19,816
+9,900
| +100% | +$245K | 0.05% | 264 |
|
|
2018
Q2 | $285K | Hold |
9,916
| – | – | 0.03% | 357 |
|
|
2018
Q1 | $292K | Buy |
9,916
+191
| +2% | +$5.62K | 0.03% | 344 |
|
|
2017
Q4 | $323K | Sell |
9,725
-1,000
| -9% | -$33.2K | 0.04% | 334 |
|
|
2017
Q3 | $293K | Buy |
10,725
+845
| +9% | +$23.1K | 0.04% | 364 |
|
|
2017
Q2 | $242K | Hold |
9,880
| – | – | 0.03% | 451 |
|
|
2017
Q1 | $233K | Sell |
9,880
-500
| -5% | -$11.8K | 0.03% | 467 |
|
|
2016
Q4 | $191K | Buy |
+10,380
| New | +$191K | 0.02% | 520 |
|