SBIA
Sheaff Brock Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,117
| Closed | -$492K | – | 513 |
|
|
2023
Q4 | $492K | Buy |
1,117
+15
| +1% | +$6.61K | 0.04% | 267 |
|
|
2023
Q3 | $403K | Hold |
1,102
| – | – | 0.04% | 279 |
|
|
2023
Q2 | $442K | Buy |
1,102
+3
| +0.3% | +$1.2K | 0.04% | 279 |
|
|
2023
Q1 | $379K | Buy |
1,099
+2
| +0.2% | +$690 | 0.03% | 300 |
|
|
2022
Q4 | $367K | Buy |
1,097
+19
| +2% | +$6.36K | 0.04% | 296 |
|
|
2022
Q3 | $329K | Buy |
1,078
+3
| +0.3% | +$916 | 0.04% | 305 |
|
|
2022
Q2 | $362K | Buy |
1,075
+2
| +0.2% | +$673 | 0.03% | 290 |
|
|
2022
Q1 | $440K | Buy |
1,073
+2
| +0.2% | +$820 | 0.03% | 290 |
|
|
2021
Q4 | $505K | Buy |
1,071
+2
| +0.2% | +$943 | 0.03% | 274 |
|
|
2021
Q3 | $454K | Sell |
1,069
-12
| -1% | -$5.1K | 0.03% | 282 |
|
|
2021
Q2 | $444K | Buy |
1,081
+2
| +0.2% | +$821 | 0.03% | 285 |
|
|
2021
Q1 | $381K | Sell |
1,079
-2,969
| -73% | -$1.05M | 0.03% | 301 |
|
|
2020
Q4 | $1.33M | Sell |
4,048
-74
| -2% | -$24.3K | 0.11% | 115 |
|
|
2020
Q3 | $1.49M | Sell |
4,122
-221
| -5% | -$79.7K | 0.14% | 102 |
|
|
2020
Q2 | $1.43M | Sell |
4,343
-459
| -10% | -$151K | 0.14% | 89 |
|
|
2020
Q1 | $1.18M | Sell |
4,802
-296
| -6% | -$72.6K | 0.16% | 87 |
|
|
2019
Q4 | $1.39M | Sell |
5,098
-269
| -5% | -$73.5K | 0.14% | 99 |
|
|
2019
Q3 | $1.32M | Sell |
5,367
-274
| -5% | -$67.1K | 0.14% | 106 |
|
|
2019
Q2 | $1.29M | Sell |
5,641
-269
| -5% | -$61.3K | 0.14% | 105 |
|
|
2019
Q1 | $1.24M | Sell |
5,910
-43
| -0.7% | -$9.05K | 0.15% | 109 |
|
|
2018
Q4 | $1.01M | Sell |
5,953
-13
| -0.2% | -$2.21K | 0.16% | 114 |
|
|
2018
Q3 | $1.17M | Sell |
5,966
-14
| -0.2% | -$2.74K | 0.11% | 123 |
|
|
2018
Q2 | $1.22M | Buy |
5,980
+4,830
| +420% | +$985K | 0.12% | 116 |
|
|
2018
Q1 | $220K | Buy |
+1,150
| New | +$220K | 0.02% | 420 |
|