Sowell Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
11,752
+3,467
| +42% | +$1.11M | 0.15% | 139 |
|
|
2025
Q1 | $2.23M | Buy |
+8,285
| New | +$2.23M | 0.1% | 213 |
|
|
2023
Q3 | – | Sell |
-10,904
| Closed | -$1.9M | – | 511 |
|
|
2023
Q2 | $1.9M | Buy |
10,904
+5,602
| +106% | +$976K | 0.11% | 223 |
|
|
2023
Q1 | $875K | Buy |
+5,302
| New | +$875K | 0.07% | 319 |
|
|
2021
Q2 | – | Sell |
-3,628
| Closed | -$569K | – | 708 |
|
|
2021
Q1 | $569K | Buy |
3,628
+40
| +1% | +$6.27K | 0.02% | 598 |
|
|
2020
Q4 | $434K | Sell |
3,588
-1,119
| -24% | -$135K | 0.02% | 561 |
|
|
2020
Q3 | $472K | Sell |
4,707
-690
| -13% | -$69.2K | 0.02% | 481 |
|
|
2020
Q2 | $514K | Sell |
5,397
-2,658
| -33% | -$253K | 0.03% | 445 |
|
|
2020
Q1 | $690K | Buy |
8,055
+1,482
| +23% | +$127K | 0.05% | 313 |
|
|
2019
Q4 | $818K | Buy |
6,573
+918
| +16% | +$114K | 0.06% | 316 |
|
|
2019
Q3 | $669K | Buy |
+5,655
| New | +$669K | 0.06% | 332 |
|
|
2019
Q1 | $266K | Buy |
2,435
+207
| +9% | +$22.6K | 0.03% | 474 |
|
|
2018
Q4 | $212K | Buy |
2,228
+132
| +6% | +$12.6K | 0.03% | 449 |
|
|
2018
Q3 | $223K | Buy |
2,096
+8
| +0.4% | +$851 | 0.03% | 312 |
|
|
2018
Q2 | $213K | Sell |
2,088
-4,420
| -68% | -$451K | 0.05% | 261 |
|
|
2018
Q1 | $635K | Sell |
6,508
-1,888
| -22% | -$184K | 0.16% | 134 |
|
|
2017
Q4 | $838K | Buy |
+8,396
| New | +$838K | 0.2% | 108 |
|
|
2017
Q1 | – | Sell |
-1,610
| Closed | -$128K | – | 276 |
|
|
2016
Q4 | $128K | Buy |
+1,610
| New | +$128K | 0.04% | 239 |
|