Sowell Financial Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
33,354
+8,626
| +35% | +$534K | 0.08% | 255 |
|
|
2025
Q1 | $1.3M | Buy |
24,728
+1,646
| +7% | +$86.3K | 0.06% | 321 |
|
|
2024
Q4 | $1.33M | Sell |
23,082
-407
| -2% | -$23.4K | 0.07% | 269 |
|
|
2024
Q3 | $1.25M | Buy |
23,489
+100
| +0.4% | +$5.31K | 0.06% | 312 |
|
|
2024
Q2 | $972K | Buy |
23,389
+691
| +3% | +$28.7K | 0.05% | 333 |
|
|
2024
Q1 | $950K | Sell |
22,698
-206
| -0.9% | -$8.62K | 0.04% | 352 |
|
|
2023
Q4 | $919K | Sell |
22,904
-108
| -0.5% | -$4.33K | 0.05% | 341 |
|
|
2023
Q3 | $720K | Buy |
23,012
+2,235
| +11% | +$69.9K | 0.05% | 356 |
|
|
2023
Q2 | $699K | Buy |
20,777
+1,142
| +6% | +$38.4K | 0.04% | 410 |
|
|
2023
Q1 | $640K | Buy |
19,635
+9,412
| +92% | +$307K | 0.05% | 392 |
|
|
2022
Q4 | $322K | Buy |
+10,223
| New | +$322K | 0.02% | 475 |
|
|
2021
Q2 | – | Sell |
-8,625
| Closed | -$317K | – | 804 |
|
|
2021
Q1 | $317K | Buy |
8,625
+3,996
| +86% | +$147K | 0.01% | 823 |
|
|
2020
Q4 | $153K | Sell |
4,629
-183
| -4% | -$6.05K | 0.01% | 964 |
|
|
2020
Q3 | $128K | Sell |
4,812
-684
| -12% | -$18.2K | 0.01% | 886 |
|
|
2020
Q2 | $145K | Sell |
5,496
-7,352
| -57% | -$194K | 0.01% | 844 |
|
|
2020
Q1 | $304K | Buy |
12,848
+11,344
| +754% | +$268K | 0.02% | 536 |
|
|
2019
Q4 | $47K | Sell |
1,504
-303
| -17% | -$9.47K | ﹤0.01% | 1163 |
|
|
2019
Q3 | $51K | Buy |
+1,807
| New | +$51K | ﹤0.01% | 990 |
|