SFS
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Sowell Financial Services’s Advanced Energy AEIS Stock Holding History

Sowell Financial Services’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$431K Buy
1,335
+86
+7% +$24.9K 0.02% 692
2025
Q4 		$262K Buy
+1,249
New +$254K 0.01% 885
2021
Q2 		– Sell
-236
Closed -$21K – 554
2021
Q1 		$21K Buy
236
+101
+75% +$10.9K ﹤0.01% 2041
2020
Q4 		$13K Buy
135
+31
+30% +$2.64K ﹤0.01% 1901
2020
Q3 		$7K Buy
+104
New +$7.26K ﹤0.01% 1896
2020
Q2 		– Sell
-11
Closed -$1K – 2438
2020
Q1 		$1K Sell
11
-9
-45% -$571 ﹤0.01% 2169
2019
Q4 		$1K Sell
20
-20
-50% -$1.24K ﹤0.01% 2281
2019
Q3 		$2K Buy
+40
New +$2.16K ﹤0.01% 2025

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