GFPC
SWI

Global Financial Private Client’s SolarWinds Corporation Common Stock SWI Stock Holding History

Global Financial Private Client’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$129 – 1682
2025
Q1 		$129 Hold
7
– – ﹤0.01% 1582
2024
Q4 		$100 Buy
+7
New +$94 ﹤0.01% 1485

Other funds holding SWI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Financial Private Client's SWI Position: Q2 2025 in Review

Global Financial Private Client sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 7 shares — an estimated $129 sold.

Global Financial Private Client first reported a position in SWI in Q4 2024 and held it in 2 quarters. The position peaked at $129 in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

  • Global Financial Private Client reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $129.
  • Global Financial Private Client first reported a position in SolarWinds Corporation Common Stock in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's SolarWinds Corporation Common Stock position peaked at $129 in Q1 2025.
  • 1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.