Sowell Financial Services’s Broadridge BR Stock Holding History

Sowell Financial Services’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$557K	Buy
2025 Q2	$562K	Buy
2025 Q1	$529K	Buy
2021 Q2	–	Sell
2021 Q1	$771K	Sell
2020 Q4	$748K	Sell
2020 Q3	$655K	Buy
2020 Q2	$576K	Buy
2020 Q1	$374K	Sell
2019 Q4	$575K	Buy
2019 Q3	$557K	Buy