Sowell Financial Services’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
5,652
-123
| -2% | -$17.1K | 0.03% | 481 |
|
|
2025
Q1 | $852K | Buy |
+5,775
| New | +$852K | 0.04% | 432 |
|
|
2023
Q2 | – | Sell |
-5,854
| Closed | -$857K | – | 575 |
|
|
2023
Q1 | $857K | Buy |
+5,854
| New | +$857K | 0.07% | 324 |
|
|
2021
Q2 | – | Sell |
-13,255
| Closed | -$2.03M | – | 702 |
|
|
2021
Q1 | $2.03M | Buy |
13,255
+1,494
| +13% | +$229K | 0.07% | 241 |
|
|
2020
Q4 | $1.81M | Buy |
11,761
+563
| +5% | +$86.4K | 0.08% | 223 |
|
|
2020
Q3 | $1.62M | Buy |
11,198
+1,301
| +13% | +$188K | 0.08% | 210 |
|
|
2020
Q2 | $1.27M | Buy |
9,897
+1,688
| +21% | +$217K | 0.07% | 233 |
|
|
2020
Q1 | $981K | Buy |
8,209
+1,098
| +15% | +$131K | 0.07% | 252 |
|
|
2019
Q4 | $874K | Buy |
7,111
+238
| +3% | +$29.3K | 0.07% | 296 |
|
|
2019
Q3 | $854K | Buy |
+6,873
| New | +$854K | 0.07% | 276 |
|
|
2019
Q1 | $626K | Buy |
6,002
+487
| +9% | +$50.8K | 0.07% | 274 |
|
|
2018
Q4 | $501K | Buy |
5,515
+1,189
| +27% | +$108K | 0.07% | 270 |
|
|
2018
Q3 | $381K | Buy |
+4,326
| New | +$381K | 0.06% | 241 |
|