SFS
Sowell Financial Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
84,136
+5,525
| +7% | +$1.52M | 0.94% | 14 |
|
|
2025
Q1 | $13.2M | Buy |
78,611
+1,844
| +2% | +$309K | 0.6% | 27 |
|
|
2024
Q4 | $17.8M | Sell |
76,767
-9,404
| -11% | -$2.18M | 0.94% | 16 |
|
|
2024
Q3 | $14.9M | Buy |
+86,171
| New | +$14.9M | 0.69% | 23 |
|
|
2024
Q2 | – | Sell |
-10,118
| Closed | -$13.4M | – | 525 |
|
|
2024
Q1 | $13.4M | Buy |
+10,118
| New | +$13.4M | 0.63% | 27 |
|
|
2023
Q2 | – | Sell |
-5,044
| Closed | -$3.24M | – | 573 |
|
|
2023
Q1 | $3.24M | Buy |
+5,044
| New | +$3.24M | 0.25% | 95 |
|
|
2021
Q2 | – | Sell |
-4,312
| Closed | -$1.94M | – | 691 |
|
|
2021
Q1 | $1.94M | Buy |
4,312
+343
| +9% | +$154K | 0.07% | 254 |
|
|
2020
Q4 | $1.74M | Buy |
3,969
+49
| +1% | +$21.5K | 0.07% | 229 |
|
|
2020
Q3 | $1.43M | Buy |
3,920
+346
| +10% | +$126K | 0.07% | 225 |
|
|
2020
Q2 | $1.13M | Sell |
3,574
-304
| -8% | -$95.9K | 0.06% | 250 |
|
|
2020
Q1 | $919K | Buy |
3,878
+102
| +3% | +$24.2K | 0.07% | 263 |
|
|
2019
Q4 | $1.19M | Buy |
3,776
+157
| +4% | +$49.6K | 0.09% | 227 |
|
|
2019
Q3 | $999K | Buy |
+3,619
| New | +$999K | 0.08% | 251 |
|
|
2019
Q1 | $274K | Buy |
+910
| New | +$274K | 0.03% | 466 |
|
|
2018
Q4 | – | Sell |
-894
| Closed | -$221K | – | 464 |
|
|
2018
Q3 | $221K | Buy |
+894
| New | +$221K | 0.03% | 315 |
|