SFS
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Sowell Financial Services’s AllianceBernstein AB Stock Holding History

Sowell Financial Services’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,297
Closed -$636K – 400
2022
Q2 		$636K Buy
15,297
+1,180
+8% +$49.6K 0.06% 199
2022
Q1 		$526K Buy
+14,117
New +$656K 0.09% 131
2021
Q2 		– Sell
-1,266
Closed -$59K – 521
2021
Q1 		$59K Sell
1,266
-8,104
-86% -$304K ﹤0.01% 1577
2020
Q4 		$316K Buy
9,370
+8,076
+624% +$255K 0.01% 676
2020
Q3 		$35K Sell
1,294
-19,063
-94% -$533K ﹤0.01% 1329
2020
Q2 		$555K Buy
20,357
+8,357
+70% +$194K 0.03% 425
2020
Q1 		$223K Buy
12,000
+10,494
+697% +$310K 0.02% 619
2019
Q4 		$46K Buy
1,506
+660
+78% +$19.2K ﹤0.01% 1172
2019
Q3 		$25K Buy
+846
New +$24.6K ﹤0.01% 1199

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UBS Group
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Franklin Resources
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $2B AUM 19.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return