SFS
Sowell Financial Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
4,978
-1,889
| -28% | -$418K | 0.04% | 384 |
|
|
2025
Q1 | $1.49M | Buy |
+6,867
| New | +$1.49M | 0.07% | 297 |
|
|
2024
Q2 | – | Sell |
-10,465
| Closed | -$2.07M | – | 523 |
|
|
2024
Q1 | $2.07M | Sell |
10,465
-960
| -8% | -$190K | 0.1% | 232 |
|
|
2023
Q4 | $2.49M | Sell |
11,425
-527
| -4% | -$115K | 0.13% | 171 |
|
|
2023
Q3 | $1.97M | Sell |
11,952
-802
| -6% | -$132K | 0.12% | 190 |
|
|
2023
Q2 | $2.49M | Buy |
12,754
+4,032
| +46% | +$788K | 0.14% | 173 |
|
|
2023
Q1 | $1.78M | Sell |
8,722
-3,365
| -28% | -$688K | 0.14% | 176 |
|
|
2022
Q4 | $2.58M | Buy |
+12,087
| New | +$2.58M | 0.17% | 148 |
|
|
2022
Q1 | – | Sell |
-22,511
| Closed | -$6.62M | – | 184 |
|
|
2021
Q4 | $6.62M | Buy |
22,511
+3,937
| +21% | +$1.16M | 0.38% | 56 |
|
|
2021
Q3 | $4.95M | Sell |
18,574
-6,924
| -27% | -$1.85M | 0.33% | 69 |
|
|
2021
Q2 | $6.92M | Sell |
25,498
-3,507
| -12% | -$952K | 0.46% | 51 |
|
|
2021
Q1 | $7.08M | Buy |
29,005
+17,825
| +159% | +$4.35M | 0.25% | 91 |
|
|
2020
Q4 | $2.51M | Buy |
11,180
+2,348
| +27% | +$527K | 0.11% | 173 |
|
|
2020
Q3 | $2.14M | Buy |
8,832
+123
| +1% | +$29.7K | 0.11% | 174 |
|
|
2020
Q2 | $2.25M | Buy |
8,709
+879
| +11% | +$227K | 0.12% | 154 |
|
|
2020
Q1 | $1.71M | Buy |
7,830
+922
| +13% | +$201K | 0.13% | 177 |
|
|
2019
Q4 | $1.59M | Buy |
6,908
+2,532
| +58% | +$582K | 0.12% | 186 |
|
|
2019
Q3 | $968K | Buy |
+4,376
| New | +$968K | 0.08% | 257 |
|
|
2019
Q1 | $833K | Sell |
4,225
-38
| -0.9% | -$7.49K | 0.09% | 229 |
|
|
2018
Q4 | $674K | Buy |
4,263
+197
| +5% | +$31.1K | 0.1% | 221 |
|
|
2018
Q3 | $591K | Buy |
+4,066
| New | +$591K | 0.09% | 177 |
|