Sheaff Brock Investment Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $422K | Hold |
4,305
| – | – | 0.04% | 287 |
|
|
2024
Q4 | $465K | Hold |
4,305
| – | – | 0.04% | 265 |
|
|
2024
Q3 | $281K | Sell |
4,305
-8
| -0.2% | -$522 | 0.02% | 336 |
|
|
2024
Q2 | $245K | Sell |
4,313
-500
| -10% | -$28.4K | 0.02% | 349 |
|
|
2024
Q1 | $294K | Sell |
4,813
-514
| -10% | -$31.4K | 0.02% | 347 |
|
|
2023
Q4 | $404K | Sell |
5,327
-100
| -2% | -$7.59K | 0.03% | 291 |
|
|
2023
Q3 | $318K | Hold |
5,427
| – | – | 0.03% | 314 |
|
|
2023
Q2 | $345K | Sell |
5,427
-100
| -2% | -$6.36K | 0.03% | 316 |
|
|
2023
Q1 | $368K | Hold |
5,527
| – | – | 0.03% | 305 |
|
|
2022
Q4 | $271K | Sell |
5,527
-65
| -1% | -$3.18K | 0.03% | 354 |
|
|
2022
Q3 | $387K | Buy |
5,592
+130
| +2% | +$9K | 0.04% | 274 |
|
|
2022
Q2 | $458K | Buy |
5,462
+150
| +3% | +$12.6K | 0.04% | 254 |
|
|
2022
Q1 | $875K | Buy |
5,312
+185
| +4% | +$30.5K | 0.06% | 192 |
|
|
2021
Q4 | $1.35M | Sell |
5,127
-2
| -0% | -$527 | 0.09% | 146 |
|
|
2021
Q3 | $1.64M | Sell |
5,129
-108
| -2% | -$34.5K | 0.12% | 117 |
|
|
2021
Q2 | $2.06M | Buy |
5,237
+22
| +0.4% | +$8.67K | 0.15% | 97 |
|
|
2021
Q1 | $1.78M | Sell |
5,215
-235
| -4% | -$80.1K | 0.14% | 96 |
|
|
2020
Q4 | $1.85M | Buy |
5,450
+441
| +9% | +$149K | 0.15% | 86 |
|
|
2020
Q3 | $1.24M | Buy |
5,009
+100
| +2% | +$24.7K | 0.11% | 117 |
|
|
2020
Q2 | $1.08M | Sell |
4,909
-5,000
| -50% | -$1.1M | 0.11% | 114 |
|
|
2020
Q1 | $887K | Buy |
9,909
+369
| +4% | +$33K | 0.12% | 108 |
|
|
2019
Q4 | $938K | Sell |
9,540
-1,110
| -10% | -$109K | 0.09% | 153 |
|
|
2019
Q3 | $1.17M | Buy |
10,650
+2,160
| +25% | +$237K | 0.13% | 113 |
|
|
2019
Q2 | $1.16M | Buy |
8,490
+620
| +8% | +$84.6K | 0.12% | 116 |
|
|
2019
Q1 | $1.02M | Buy |
+7,870
| New | +$1.02M | 0.12% | 138 |
|
|
2016
Q4 | – | Sell |
-4,200
| Closed | -$270K | – | 649 |
|
|
2016
Q3 | $270K | Buy |
+4,200
| New | +$270K | 0.04% | 386 |
|