Sheaff Brock Investment Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $695K | Buy |
+10,580
| New | +$695K | 0.06% | 218 |
|
2022
Q4 | – | Sell |
-10,300
| Closed | -$559K | – | 506 |
|
2022
Q3 | $559K | Sell |
10,300
-200
| -2% | -$10.9K | 0.06% | 215 |
|
2022
Q2 | $611K | Sell |
10,500
-2,729
| -21% | -$159K | 0.05% | 210 |
|
2022
Q1 | $955K | Buy |
13,229
+157
| +1% | +$11.3K | 0.07% | 182 |
|
2021
Q4 | $1.14M | Buy |
13,072
+10,525
| +413% | +$918K | 0.08% | 169 |
|
2021
Q3 | $209K | Buy |
+2,547
| New | +$209K | 0.02% | 473 |
|
2021
Q1 | – | Sell |
-7,530
| Closed | -$503K | – | 510 |
|
2020
Q4 | $503K | Buy |
+7,530
| New | +$503K | 0.04% | 231 |
|
2017
Q3 | – | Sell |
-7,314
| Closed | -$261K | – | 615 |
|
2017
Q2 | $261K | Buy |
+7,314
| New | +$261K | 0.03% | 423 |
|