Sowell Financial Services’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
14,895
-2,119
| -12% | -$104K | 0.03% | 507 |
|
|
2025
Q1 | $884K | Buy |
17,014
+250
| +1% | +$13K | 0.04% | 420 |
|
|
2024
Q4 | $807K | Buy |
16,764
+1,727
| +11% | +$83.2K | 0.04% | 344 |
|
|
2024
Q3 | $709K | Buy |
15,037
+128
| +0.9% | +$6.04K | 0.03% | 405 |
|
|
2024
Q2 | $715K | Buy |
14,909
+3,753
| +34% | +$180K | 0.03% | 387 |
|
|
2024
Q1 | $529K | Sell |
11,156
-43
| -0.4% | -$2.04K | 0.03% | 442 |
|
|
2023
Q4 | $476K | Sell |
11,199
-135
| -1% | -$5.74K | 0.03% | 436 |
|
|
2023
Q3 | $478K | Buy |
11,334
+1,052
| +10% | +$44.4K | 0.03% | 404 |
|
|
2023
Q2 | $403K | Buy |
10,282
+2,951
| +40% | +$116K | 0.02% | 484 |
|
|
2023
Q1 | $283K | Sell |
7,331
-13,179
| -64% | -$509K | 0.02% | 577 |
|
|
2022
Q4 | $781K | Buy |
+20,510
| New | +$781K | 0.05% | 353 |
|
|
2022
Q3 | – | Sell |
-45,206
| Closed | -$1.72M | – | 401 |
|
|
2022
Q2 | $1.72M | Buy |
+45,206
| New | +$1.72M | 0.16% | 121 |
|
|
2021
Q2 | – | Sell |
-6,102
| Closed | -$207K | – | 605 |
|
|
2021
Q1 | $207K | Buy |
6,102
+2,377
| +64% | +$80.6K | 0.01% | 1033 |
|
|
2020
Q4 | $96K | Buy |
3,725
+1,695
| +83% | +$43.7K | ﹤0.01% | 1169 |
|
|
2020
Q3 | $41K | Sell |
2,030
-81,987
| -98% | -$1.66M | ﹤0.01% | 1282 |
|
|
2020
Q2 | $2.07M | Sell |
84,017
-51,870
| -38% | -$1.28M | 0.11% | 168 |
|
|
2020
Q1 | $2.34M | Buy |
135,887
+103,656
| +322% | +$1.78M | 0.17% | 131 |
|
|
2019
Q4 | $1.37M | Buy |
32,231
+27,304
| +554% | +$1.16M | 0.1% | 203 |
|
|
2019
Q3 | $225K | Buy |
+4,927
| New | +$225K | 0.02% | 599 |
|
|
2019
Q1 | $233K | Buy |
+4,637
| New | +$233K | 0.03% | 495 |
|