Sheaff Brock Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $448K | Hold |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $781K | Hold |
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|
2023
Q4 | $739K | Hold |
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|
2023
Q3 | $812K | Hold |
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|
2023
Q2 | $943K | Hold |
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|
2023
Q1 | $863K | Hold |
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|
2022
Q4 | $788K | Hold |
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|
2022
Q3 | $746K | Hold |
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|
2022
Q2 | $774K | Buy |
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|
2022
Q1 | $816K | Sell |
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|
2021
Q4 | $858K | Sell |
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|
2021
Q3 | $6.41M | Buy |
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|
2021
Q2 | $7.33M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $738K | Buy |
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|
2020
Q3 | $712K | Hold |
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|
2020
Q2 | $699K | Hold |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $788K | Hold |
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|
2019
Q3 | $682K | Hold |
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|
2019
Q2 | $707K | Sell |
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|
2019
Q1 | $659K | Hold |
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|
2018
Q4 | $598K | Hold |
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|
2018
Q3 | $787K | Hold |
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|
2018
Q2 | $953K | Hold |
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|
2018
Q1 | $893K | Sell |
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|
2017
Q4 | $989K | Sell |
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|
2017
Q3 | $845K | Hold |
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|
2017
Q2 | $745K | Hold |
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|
2017
Q1 | $677K | Sell |
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|
2016
Q4 | $678K | Buy |
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|
2016
Q3 | $636K | Buy |
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|
2016
Q2 | $659K | Hold |
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|
2016
Q1 | $794K | Sell |
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|
2015
Q4 | $709K | Buy |
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