Sowell Financial Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
16,552
+232
| +1% | +$16.2K | 0.05% | 377 |
|
|
2025
Q1 | $1.2M | Buy |
16,320
+657
| +4% | +$48.3K | 0.05% | 342 |
|
|
2024
Q4 | $1.03M | Buy |
+15,663
| New | +$1.03M | 0.05% | 307 |
|
|
2023
Q3 | – | Sell |
-13,397
| Closed | -$959K | – | 512 |
|
|
2023
Q2 | $959K | Buy |
13,397
+4,457
| +50% | +$319K | 0.05% | 365 |
|
|
2023
Q1 | $621K | Sell |
8,940
-2,031
| -19% | -$141K | 0.05% | 400 |
|
|
2022
Q4 | $744K | Buy |
+10,971
| New | +$744K | 0.05% | 364 |
|
|
2022
Q1 | – | Sell |
-10,225
| Closed | -$596K | – | 193 |
|
|
2021
Q4 | $596K | Buy |
+10,225
| New | +$596K | 0.03% | 411 |
|
|
2021
Q2 | – | Sell |
-8,721
| Closed | -$466K | – | 715 |
|
|
2021
Q1 | $466K | Sell |
8,721
-41,929
| -83% | -$2.24M | 0.02% | 670 |
|
|
2020
Q4 | $2.61M | Buy |
50,650
+1,862
| +4% | +$96.1K | 0.11% | 164 |
|
|
2020
Q3 | $2.66M | Buy |
48,788
+43,007
| +744% | +$2.34M | 0.13% | 138 |
|
|
2020
Q2 | $306K | Sell |
5,781
-459
| -7% | -$24.3K | 0.02% | 589 |
|
|
2020
Q1 | $279K | Sell |
6,240
-208
| -3% | -$9.3K | 0.02% | 567 |
|
|
2019
Q4 | $321K | Sell |
6,448
-448
| -6% | -$22.3K | 0.02% | 575 |
|
|
2019
Q3 | $307K | Buy |
+6,896
| New | +$307K | 0.03% | 530 |
|
|
2017
Q1 | – | Sell |
-2,622
| Closed | -$76K | – | 277 |
|
|
2016
Q4 | $76K | Buy |
+2,622
| New | +$76K | 0.03% | 292 |
|