SFS
Sowell Financial Services’s Alibaba BABA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $657K | Sell |
5,793
-1,035
| -15% | -$117K | 0.03% | 541 |
|
2025
Q1 | $903K | Buy |
+6,828
| New | +$903K | 0.04% | 417 |
|
2023
Q2 | – | Sell |
-5,144
| Closed | -$526K | – | 577 |
|
2023
Q1 | $526K | Buy |
+5,144
| New | +$526K | 0.04% | 418 |
|
2021
Q2 | – | Sell |
-7,417
| Closed | -$1.68M | – | 718 |
|
2021
Q1 | $1.68M | Sell |
7,417
-1,243
| -14% | -$281K | 0.06% | 278 |
|
2020
Q4 | $2.02M | Sell |
8,660
-9,891
| -53% | -$2.3M | 0.09% | 205 |
|
2020
Q3 | $5.45M | Buy |
18,551
+5,019
| +37% | +$1.48M | 0.27% | 83 |
|
2020
Q2 | $2.92M | Buy |
13,532
+8,698
| +180% | +$1.88M | 0.16% | 125 |
|
2020
Q1 | $940K | Buy |
4,834
+775
| +19% | +$151K | 0.07% | 259 |
|
2019
Q4 | $861K | Sell |
4,059
-481
| -11% | -$102K | 0.07% | 303 |
|
2019
Q3 | $759K | Buy |
+4,540
| New | +$759K | 0.06% | 305 |
|
2019
Q1 | $883K | Buy |
4,838
+1,070
| +28% | +$195K | 0.1% | 220 |
|
2018
Q4 | $516K | Buy |
3,768
+1,067
| +40% | +$146K | 0.07% | 266 |
|
2018
Q3 | $445K | Buy |
+2,701
| New | +$445K | 0.06% | 209 |
|