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Sowell Financial Services’s Booz Allen Hamilton BAH Stock Holding History

Sowell Financial Services’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,639
Closed -$483K – 1078
2025
Q2 		$483K Sell
4,639
-690
-13% -$77.3K 0.02% 618
2025
Q1 		$557K Buy
+5,329
New +$642K 0.03% 555
2021
Q2 		– Sell
-3,575
Closed -$301K – 719
2021
Q1 		$301K Buy
3,575
+2,080
+139% +$175K 0.01% 845
2020
Q4 		$130K Buy
1,495
+107
+8% +$9.1K 0.01% 1049
2020
Q3 		$115K Sell
1,388
-2,618
-65% -$214K 0.01% 925
2020
Q2 		$312K Buy
4,006
+3,426
+591% +$259K 0.02% 582
2020
Q1 		$40K Buy
580
+320
+123% +$23.6K ﹤0.01% 1124
2019
Q4 		$18K Buy
260
+48
+23% +$3.42K ﹤0.01% 1464
2019
Q3 		$15K Buy
+212
New +$15K ﹤0.01% 1380

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return