SFS
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Sowell Financial Services’s BILL Holdings BILL Stock Holding History

Sowell Financial Services’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-699
Closed -$91K – 777
2021
Q1 		$91K Sell
699
-676
-49% -$101K ﹤0.01% 1406
2020
Q4 		$188K Sell
1,375
-7
-0.5% -$825 0.01% 877
2020
Q3 		$139K Buy
1,382
+434
+46% +$39.5K 0.01% 859
2020
Q2 		$86K Buy
+948
New +$61K ﹤0.01% 1009

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BlackRock
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Franklin Resources
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WRCM
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ACA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return