SFS
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Sowell Financial Services’s Buckle BKE Stock Holding History

Sowell Financial Services’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,110
Closed -$96K – 785
2021
Q1 		$96K Sell
2,110
-593
-22% -$22.3K ﹤0.01% 1380
2020
Q4 		$79K Buy
2,703
+5
+0.2% +$135 ﹤0.01% 1242
2020
Q3 		$55K Hold
2,698
– – ﹤0.01% 1173
2020
Q2 		$42K Hold
2,698
– – ﹤0.01% 1208
2020
Q1 		$37K Buy
2,698
+98
+4% +$2.21K ﹤0.01% 1147
2019
Q4 		$70K Hold
2,600
– – 0.01% 1022
2019
Q3 		$54K Buy
+2,600
New +$50K ﹤0.01% 974

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Vanguard Group
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State Street
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Goldman Sachs
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return