SFS
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Sowell Financial Services’s Adams Diversified Equity Fund ADX Stock Holding History

Sowell Financial Services’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,539
Closed -$222K – 545
2023
Q4 		$222K Hold
12,539
– – 0.01% 520
2023
Q3 		$209K Hold
12,539
– – 0.01% 501
2023
Q2 		$211K Hold
12,539
– – 0.01% 545
2023
Q1 		$195K Buy
+12,539
New +$191K 0.02% 694
2021
Q2 		– Sell
-29
Closed -$1K – 552
2021
Q1 		$1K Sell
29
-4
-12% -$71 ﹤0.01% 2890
2020
Q4 		$1K Sell
33
-12
-27% -$201 ﹤0.01% 2532
2020
Q3 		$1K Buy
45
+16
+55% +$256 ﹤0.01% 2313
2020
Q2 		$0 Buy
29
+7
+32% +$99 ﹤0.01% 2436
2020
Q1 		$0 Buy
+22
New +$327 ﹤0.01% 2399

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