SBIA
Sheaff Brock Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.17M | Buy |
23,310
+12,615
| +118% | +$4.42M | 0.75% | 34 |
|
|
2024
Q4 | $3.38M | Sell |
10,695
-27
| -0.3% | -$8.53K | 0.29% | 74 |
|
|
2024
Q3 | $2.95M | Buy |
10,722
+8
| +0.1% | +$2.2K | 0.26% | 81 |
|
|
2024
Q2 | $2.81M | Sell |
10,714
-6,249
| -37% | -$1.64M | 0.26% | 78 |
|
|
2024
Q1 | $4.73M | Sell |
16,963
-2,479
| -13% | -$692K | 0.3% | 57 |
|
|
2023
Q4 | $5.06M | Sell |
19,442
-5
| -0% | -$1.3K | 0.39% | 55 |
|
|
2023
Q3 | $4.47M | Sell |
19,447
-124
| -0.6% | -$28.5K | 0.41% | 52 |
|
|
2023
Q2 | $4.65M | Buy |
19,571
+2,468
| +14% | +$586K | 0.39% | 53 |
|
|
2023
Q1 | $3.86M | Sell |
17,103
-16,598
| -49% | -$3.74M | 0.35% | 60 |
|
|
2022
Q4 | $7M | Buy |
33,701
+15,514
| +85% | +$3.22M | 0.69% | 37 |
|
|
2022
Q3 | $3.23M | Sell |
18,187
-1,103
| -6% | -$196K | 0.35% | 64 |
|
|
2022
Q2 | $3.8M | Sell |
19,290
-201
| -1% | -$39.6K | 0.32% | 59 |
|
|
2022
Q1 | $4.32M | Sell |
19,491
-640
| -3% | -$142K | 0.3% | 59 |
|
|
2021
Q4 | $4.36M | Sell |
20,131
-12,859
| -39% | -$2.79M | 0.29% | 62 |
|
|
2021
Q3 | $7.35M | Buy |
32,990
+14,898
| +82% | +$3.32M | 0.54% | 27 |
|
|
2021
Q2 | $4.23M | Buy |
18,092
+87
| +0.5% | +$20.3K | 0.3% | 60 |
|
|
2021
Q1 | $3.81M | Sell |
18,005
-4,093
| -19% | -$867K | 0.3% | 62 |
|
|
2020
Q4 | $4.83M | Sell |
22,098
-4,160
| -16% | -$910K | 0.4% | 51 |
|
|
2020
Q3 | $5.25M | Sell |
26,258
-786
| -3% | -$157K | 0.48% | 35 |
|
|
2020
Q2 | $5.22M | Sell |
27,044
-331
| -1% | -$63.9K | 0.52% | 32 |
|
|
2020
Q1 | $4.41M | Sell |
27,375
-1,142
| -4% | -$184K | 0.58% | 30 |
|
|
2019
Q4 | $5.36M | Sell |
28,517
-83
| -0.3% | -$15.6K | 0.52% | 40 |
|
|
2019
Q3 | $4.92M | Sell |
28,600
-116
| -0.4% | -$20K | 0.53% | 40 |
|
|
2019
Q2 | $4.98M | Sell |
28,716
-946
| -3% | -$164K | 0.54% | 39 |
|
|
2019
Q1 | $4.63M | Buy |
29,662
+159
| +0.5% | +$24.8K | 0.56% | 44 |
|
|
2018
Q4 | $3.89M | Sell |
29,503
-1,161
| -4% | -$153K | 0.61% | 46 |
|
|
2018
Q3 | $4.6M | Sell |
30,664
-184
| -0.6% | -$27.6K | 0.43% | 47 |
|
|
2018
Q2 | $4.09M | Sell |
30,848
-32
| -0.1% | -$4.24K | 0.4% | 47 |
|
|
2018
Q1 | $3.69M | Buy |
30,880
+322
| +1% | +$38.5K | 0.38% | 50 |
|
|
2017
Q4 | $3.48M | Buy |
30,558
+261
| +0.9% | +$29.8K | 0.45% | 55 |
|
|
2017
Q3 | $3.19M | Buy |
30,297
+7,872
| +35% | +$828K | 0.42% | 59 |
|
|
2017
Q2 | $2.1M | Sell |
22,425
-349
| -2% | -$32.7K | 0.28% | 79 |
|
|
2017
Q1 | $2.02M | Sell |
22,774
-782
| -3% | -$69.5K | 0.26% | 82 |
|
|
2016
Q4 | $1.84M | Sell |
23,556
-1,509
| -6% | -$118K | 0.23% | 89 |
|
|
2016
Q3 | $2.07M | Sell |
25,065
-12,035
| -32% | -$995K | 0.28% | 80 |
|
|
2016
Q2 | $2.75M | Buy |
37,100
+6,211
| +20% | +$461K | 0.35% | 67 |
|
|
2016
Q1 | $2.36M | Sell |
30,889
-10,860
| -26% | -$831K | 0.29% | 72 |
|
|
2015
Q4 | $3.24M | Buy |
+41,749
| New | +$3.24M | 0.37% | 59 |
|