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Sowell Financial Services’s Arbor Realty Trust ABR Stock Holding History

Sowell Financial Services’s Portfolio ABR Stock Details ABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,145
Closed -$237K – 1008
2024
Q4 		$237K Sell
17,145
-104
-0.6% -$1.53K 0.01% 492
2024
Q3 		$268K Buy
17,249
+1,061
+7% +$14.7K 0.01% 507
2024
Q2 		$232K Sell
16,188
-9,809
-38% -$131K 0.01% 510
2024
Q1 		$344K Buy
25,997
+10,431
+67% +$140K 0.02% 506
2023
Q4 		$236K Buy
15,566
+1,255
+9% +$17.3K 0.01% 510
2023
Q3 		$217K Buy
+14,311
New +$226K 0.01% 494
2021
Q2 		– Sell
-910
Closed -$16K – 529
2021
Q1 		$16K Buy
910
+734
+417% +$11.3K ﹤0.01% 2129
2020
Q4 		$3K Buy
176
+4
+2% +$52 ﹤0.01% 2376
2020
Q3 		$2K Buy
172
+10
+6% +$105 ﹤0.01% 2186
2020
Q2 		$1K Hold
162
– – ﹤0.01% 2235
2020
Q1 		$1K Buy
162
+9
+6% +$110 ﹤0.01% 2165
2019
Q4 		$2K Buy
153
+3
+2% +$43 ﹤0.01% 2144
2019
Q3 		$2K Buy
+150
New +$1.87K ﹤0.01% 2022

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Sowell Financial Services's ABR Position: Q1 2025 in Review

Sowell Financial Services sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 17,145 shares — an estimated $237K sold.

Sowell Financial Services first reported a position in ABR in Q3 2019 and held it in 13 quarters. The position peaked at $344K in Q1 2024. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

  • Sowell Financial Services reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Sowell Financial Services sold 17,145 Arbor Realty Trust shares in Q1 2025, an estimated $237K.
  • Sowell Financial Services first reported a position in Arbor Realty Trust in Q3 2019 and held it in 13 quarters.
  • Sowell Financial Services's Arbor Realty Trust position peaked at $344K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.