SFS
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Sowell Financial Services’s Cheesecake Factory CAKE Stock Holding History

Sowell Financial Services’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,569
Closed -$412K – 1083
2025
Q2 		$412K Buy
6,569
+121
+2% +$6.43K 0.02% 669
2025
Q1 		$314K Buy
+6,448
New +$330K 0.01% 746
2021
Q2 		– Sell
-99
Closed -$6K – 853
2021
Q1 		$6K Sell
99
-55
-36% -$2.78K ﹤0.01% 2513
2020
Q4 		$6K Sell
154
-120
-44% -$4.12K ﹤0.01% 2193
2020
Q3 		$8K Hold
274
– – ﹤0.01% 1856
2020
Q2 		$6K Buy
274
+107
+64% +$2.25K ﹤0.01% 1833
2020
Q1 		$3K Sell
167
-104
-38% -$3.5K ﹤0.01% 1962
2019
Q4 		$11K Hold
271
– – ﹤0.01% 1646
2019
Q3 		$11K Buy
+271
New +$11.1K ﹤0.01% 1496

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