SFS
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Sowell Financial Services’s Alcoa AA Stock Holding History

Sowell Financial Services’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,374
Closed -$454K – 1069
2025
Q2 		$454K Buy
+15,374
New +$415K 0.02% 638
2024
Q4 		– Sell
-12,322
Closed -$475K – 506
2024
Q3 		$475K Buy
+12,322
New +$420K 0.02% 448
2021
Q2 		– Sell
-7,375
Closed -$294K – 516
2021
Q1 		$294K Buy
7,375
+6,093
+475% +$154K 0.01% 853
2020
Q4 		$30K Hold
1,282
– – ﹤0.01% 1574
2020
Q3 		$15K Buy
1,282
+100
+8% +$1.34K ﹤0.01% 1665
2020
Q2 		$13K Hold
1,182
– – ﹤0.01% 1588
2020
Q1 		$7K Sell
1,182
-7,135
-86% -$97.9K ﹤0.01% 1698
2019
Q4 		$179K Buy
8,317
+8,036
+2,860% +$166K 0.01% 750
2019
Q3 		$6K Buy
+281
New +$5.84K ﹤0.01% 1676
2017
Q1 		– Sell
-121
Closed -$5K – 253
2016
Q4 		$5K Buy
+121
New +$3.29K ﹤0.01% 531

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