Sowell Financial Services’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
3,383
-195
| -5% | -$55K | 0.04% | 425 |
|
|
2025
Q1 | $1.06M | Buy |
+3,578
| New | +$1.06M | 0.05% | 371 |
|
|
2023
Q2 | – | Sell |
-3,328
| Closed | -$956K | – | 568 |
|
|
2023
Q1 | $956K | Buy |
+3,328
| New | +$956K | 0.07% | 303 |
|
|
2021
Q2 | – | Sell |
-2,301
| Closed | -$676K | – | 631 |
|
|
2021
Q1 | $676K | Sell |
2,301
-490
| -18% | -$144K | 0.02% | 537 |
|
|
2020
Q4 | $763K | Sell |
2,791
-1,079
| -28% | -$295K | 0.03% | 393 |
|
|
2020
Q3 | $1.15M | Sell |
3,870
-701
| -15% | -$209K | 0.06% | 265 |
|
|
2020
Q2 | $1.1M | Sell |
4,571
-634
| -12% | -$153K | 0.06% | 252 |
|
|
2020
Q1 | $1.04M | Sell |
5,205
-1,166
| -18% | -$233K | 0.08% | 242 |
|
|
2019
Q4 | $1.5M | Buy |
6,371
+2,101
| +49% | +$494K | 0.11% | 194 |
|
|
2019
Q3 | $947K | Buy |
+4,270
| New | +$947K | 0.08% | 260 |
|
|
2019
Q1 | $207K | Sell |
1,084
-167
| -13% | -$31.9K | 0.02% | 513 |
|
|
2018
Q4 | $200K | Buy |
1,251
+35
| +3% | +$5.6K | 0.03% | 459 |
|
|
2018
Q3 | $203K | Buy |
+1,216
| New | +$203K | 0.03% | 331 |
|
|
2017
Q1 | – | Sell |
-826
| Closed | -$117K | – | 270 |
|
|
2016
Q4 | $117K | Buy |
+826
| New | +$117K | 0.04% | 249 |
|