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 |
7,774
| – | – | 0.03% | 322 |
|
|
2024
Q4 | $448K | Hold |
7,774
| – | – | 0.04% | 273 |
|
|
2024
Q3 | $647K | Hold |
7,774
| – | – | 0.06% | 225 |
|
|
2024
Q2 | $609K | Sell |
7,774
-26
| -0.3% | -$2.2K | 0.06% | 223 |
|
|
2024
Q1 | $781K | Hold |
7,800
| – | – | 0.05% | 225 |
|
|
2023
Q4 | $739K | Hold |
7,800
| – | – | 0.06% | 214 |
|
|
2023
Q3 | $812K | Hold |
7,800
| – | – | 0.07% | 186 |
|
|
2023
Q2 | $943K | Hold |
7,800
| – | – | 0.08% | 176 |
|
|
2023
Q1 | $863K | Hold |
7,800
| – | – | 0.08% | 190 |
|
|
2022
Q4 | $788K | Hold |
7,800
| – | – | 0.08% | 193 |
|
|
2022
Q3 | $746K | Hold |
7,800
| – | – | 0.08% | 189 |
|
|
2022
Q2 | $774K | Buy |
7,800
+50
| +0.6% | +$5.18K | 0.06% | 190 |
|
|
2022
Q1 | $816K | Sell |
7,750
-52
| -0.7% | -$5.93K | 0.06% | 208 |
|
|
2021
Q4 | $858K | Sell |
7,802
-45,796
| -85% | -$5.39M | 0.06% | 197 |
|
|
2021
Q3 | $6.41M | Buy |
53,598
+119
| +0.2% | +$15.1K | 0.47% | 39 |
|
|
2021
Q2 | $7.33M | Buy |
53,479
+45,708
| +588% | +$6.2M | 0.53% | 31 |
|
|
2021
Q1 | $1.04M | Buy |
7,771
+21
| +0.3% | +$2.56K | 0.08% | 151 |
|
|
2020
Q4 | $738K | Buy |
7,750
+200
| +3% | +$19.1K | 0.06% | 183 |
|
|
2020
Q3 | $712K | Hold |
7,550
| – | – | 0.07% | 177 |
|
|
2020
Q2 | $699K | Hold |
7,550
| – | – | 0.07% | 182 |
|
|
2020
Q1 | $364K | Sell |
7,550
-200
| -3% | -$16.4K | 0.05% | 238 |
|
|
2019
Q4 | $788K | Hold |
7,750
| – | – | 0.08% | 183 |
|
|
2019
Q3 | $682K | Hold |
7,750
| – | – | 0.07% | 190 |
|
|
2019
Q2 | $707K | Sell |
7,750
-50
| -0.6% | -$4.55K | 0.08% | 192 |
|
|
2019
Q1 | $659K | Hold |
7,800
| – | – | 0.08% | 203 |
|
|
2018
Q4 | $598K | Hold |
7,800
| – | – | 0.09% | 200 |
|
|
2018
Q3 | $787K | Hold |
7,800
| – | – | 0.07% | 190 |
|
|
2018
Q2 | $953K | Hold |
7,800
| – | – | 0.09% | 163 |
|
|
2018
Q1 | $893K | Sell |
7,800
-180
| -2% | -$21.7K | 0.09% | 172 |
|
|
2017
Q4 | $989K | Sell |
7,980
-100
| -1% | -$11.9K | 0.13% | 154 |
|
|
2017
Q3 | $845K | Hold |
8,080
| – | – | 0.11% | 184 |
|
|
2017
Q2 | $745K | Hold |
8,080
| – | – | 0.1% | 216 |
|
|
2017
Q1 | $677K | Sell |
8,080
-150
| -2% | -$12.9K | 0.09% | 229 |
|
|
2016
Q4 | $678K | Buy |
8,230
+20
| +0.2% | +$1.63K | 0.09% | 234 |
|
|
2016
Q3 | $636K | Buy |
8,210
+150
| +2% | +$13K | 0.08% | 232 |
|
|
2016
Q2 | $659K | Hold |
8,060
| – | – | 0.08% | 231 |
|
|
2016
Q1 | $794K | Sell |
8,060
-188
| -2% | -$16.3K | 0.1% | 204 |
|
|
2015
Q4 | $709K | Buy |
+8,248
| New | +$874K | 0.08% | 248 |
|
Other funds holding PII
BGC
RI
Sheaff Brock Investment Advisors's PII Position: Q1 2025 in Review
Sheaff Brock Investment Advisors held its Polaris (PII) position steady in Q1 2025 at 7,774 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #322.
Sheaff Brock Investment Advisors first reported a position in PII in Q4 2015 and has held it in 38 quarters since. The position peaked at $7.33M in Q2 2021. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.
- Sheaff Brock Investment Advisors held 7,774 shares of Polaris worth $318K as of Q1 2025.
- Sheaff Brock Investment Advisors left its Polaris share count unchanged in Q1 2025.
- Polaris made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #322 holding.
- Sheaff Brock Investment Advisors first reported a position in Polaris in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Polaris position peaked at $7.33M in Q2 2021.
- 392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.