Sowell Financial Services’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$810K	Sell	3,962 -348	-8%	-$70.7K	0.03%	496
2025 Q4	$745K	Buy	4,310 +193	+5%	+$36.2K	0.03%	518
2025 Q3	$759K	Buy	4,117 +772	+23%	+$124K	0.03%	507
2025 Q2	$482K	Sell	3,345 -1,322	-28%	-$154K	0.02%	619
2025 Q1	$460K	Buy	+4,667	New	+$506K	0.02%	608
2021 Q2	–	Sell	-1,817	Closed	-$119K	–	841
2021 Q1	$119K	Buy	1,817 +1,617	+809%	+$96.9K	﹤0.01%	1289
2020 Q4	$12K	Sell	200 -230	-53%	-$13.2K	﹤0.01%	1936
2020 Q3	$24K	Sell	430 -108	-20%	-$6.06K	﹤0.01%	1473
2020 Q2	$30K	Sell	538 -695	-56%	-$38.9K	﹤0.01%	1331
2020 Q1	$60K	Buy	1,233 +73	+6%	+$4.34K	﹤0.01%	994
2019 Q4	$72K	Buy	1,160 +35	+3%	+$2.08K	0.01%	1008
2019 Q3	$64K	Buy	+1,125	New	+$62.8K	0.01%	938
2017 Q1	–	Sell	-392	Closed	-$17K	–	296
2016 Q4	$17K	Buy	+392	New	+$15.2K	0.01%	435