Sowell Financial Services’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
6,569
+121
| +2% | +$7.58K | 0.02% | 669 |
|
|
2025
Q1 | $314K | Buy |
+6,448
| New | +$314K | 0.01% | 746 |
|
|
2021
Q2 | – | Sell |
-99
| Closed | -$6K | – | 853 |
|
|
2021
Q1 | $6K | Sell |
99
-55
| -36% | -$3.33K | ﹤0.01% | 2513 |
|
|
2020
Q4 | $6K | Sell |
154
-120
| -44% | -$4.68K | ﹤0.01% | 2193 |
|
|
2020
Q3 | $8K | Hold |
274
| – | – | ﹤0.01% | 1856 |
|
|
2020
Q2 | $6K | Buy |
274
+107
| +64% | +$2.34K | ﹤0.01% | 1833 |
|
|
2020
Q1 | $3K | Sell |
167
-104
| -38% | -$1.87K | ﹤0.01% | 1962 |
|
|
2019
Q4 | $11K | Hold |
271
| – | – | ﹤0.01% | 1646 |
|
|
2019
Q3 | $11K | Buy |
+271
| New | +$11K | ﹤0.01% | 1496 |
|