Sowell Financial Services’s Algonquin Power & Utilities AQN Stock Holding History

Sowell Financial Services’s Portfolio AQN Stock Details AQN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,413	Closed	-$58.7K	–	1042
2025 Q1	$58.7K	Buy	+11,413	New	+$53.9K	﹤0.01%	986
2021 Q2	–	Sell	-217	Closed	-$3K	–	645
2021 Q1	$3K	Buy	217 +67	+45%	+$1.11K	﹤0.01%	2710
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	2439
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	2194
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	2114
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	2038
2019 Q4	$2K	Buy	+150	New	+$2.08K	﹤0.01%	2152

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return