SFS
Sowell Financial Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.9M | Buy |
227,629
+8,957
| +4% | +$1.97M | 2.03% | 6 |
|
|
2025
Q1 | $41.6M | Sell |
218,672
-1,975
| -0.9% | -$376K | 1.89% | 7 |
|
|
2024
Q4 | $48.4M | Sell |
220,647
-29,440
| -12% | -$6.46M | 2.55% | 5 |
|
|
2024
Q3 | $46.6M | Sell |
250,087
-4,849
| -2% | -$904K | 2.16% | 7 |
|
|
2024
Q2 | $49.3M | Buy |
254,936
+7,446
| +3% | +$1.44M | 2.35% | 7 |
|
|
2024
Q1 | $44.6M | Buy |
247,490
+2,275
| +0.9% | +$410K | 2.11% | 7 |
|
|
2023
Q4 | $37.3M | Buy |
245,215
+8,088
| +3% | +$1.23M | 2.02% | 5 |
|
|
2023
Q3 | $30.1M | Buy |
237,127
+12,858
| +6% | +$1.63M | 1.89% | 5 |
|
|
2023
Q2 | $29.2M | Buy |
224,269
+53,107
| +31% | +$6.92M | 1.63% | 6 |
|
|
2023
Q1 | $17.7M | Sell |
171,162
-36,380
| -18% | -$3.76M | 1.36% | 7 |
|
|
2022
Q4 | $17.4M | Buy |
+207,542
| New | +$17.4M | 1.13% | 9 |
|
|
2022
Q3 | – | Sell |
-15,119
| Closed | -$1.61M | – | 402 |
|
|
2022
Q2 | $1.61M | Buy |
+15,119
| New | +$1.61M | 0.15% | 127 |
|
|
2021
Q2 | – | Sell |
-9,151
| Closed | -$30.3M | – | 614 |
|
|
2021
Q1 | $30.3M | Sell |
9,151
-595
| -6% | -$1.97M | 1.05% | 13 |
|
|
2020
Q4 | $31.7M | Buy |
9,746
+1,053
| +12% | +$3.43M | 1.36% | 10 |
|
|
2020
Q3 | $27.4M | Buy |
8,693
+582
| +7% | +$1.83M | 1.37% | 10 |
|
|
2020
Q2 | $22.4M | Buy |
8,111
+1,003
| +14% | +$2.77M | 1.23% | 14 |
|
|
2020
Q1 | $13.9M | Buy |
7,108
+133
| +2% | +$259K | 1.03% | 10 |
|
|
2019
Q4 | $12.9M | Buy |
6,975
+556
| +9% | +$1.03M | 0.98% | 11 |
|
|
2019
Q3 | $11.1M | Buy |
+6,419
| New | +$11.1M | 0.92% | 15 |
|
|
2019
Q1 | $8.22M | Buy |
+4,618
| New | +$8.22M | 0.92% | 21 |
|
|
2018
Q4 | – | Sell |
-3,578
| Closed | -$7.17M | – | 463 |
|
|
2018
Q3 | $7.17M | Buy |
3,578
+91
| +3% | +$182K | 1.04% | 17 |
|
|
2018
Q2 | $6.61M | Buy |
3,487
+583
| +20% | +$1.11M | 1.4% | 15 |
|
|
2018
Q1 | $4.56M | Sell |
2,904
-193
| -6% | -$303K | 1.14% | 22 |
|
|
2017
Q4 | $4.01M | Buy |
3,097
+1,159
| +60% | +$1.5M | 0.98% | 26 |
|
|
2017
Q3 | $2.14M | Sell |
1,938
-182
| -9% | -$201K | 0.56% | 49 |
|
|
2017
Q2 | $2.1M | Buy |
2,120
+153
| +8% | +$151K | 0.6% | 45 |
|
|
2017
Q1 | $1.93M | Buy |
1,967
+116
| +6% | +$114K | 0.57% | 48 |
|
|
2016
Q4 | $1.55M | Buy |
+1,851
| New | +$1.55M | 0.52% | 55 |
|