SFS
BPFH

Sowell Financial Services’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Sowell Financial Services’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,428
Closed -$71K – 3420
2020
Q4 		$71K Sell
8,428
-1,500
-15% -$10.6K ﹤0.01% 1280
2020
Q3 		$55K Buy
9,928
+7,652
+336% +$45.6K ﹤0.01% 1183
2020
Q2 		$16K Hold
2,276
– – ﹤0.01% 1541
2020
Q1 		$16K Buy
+2,276
New +$23.4K ﹤0.01% 1465

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OP
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