SFS
CBL

Sowell Financial Services’s CBL& Associates Properties, Inc. CBL Stock Holding History

Sowell Financial Services’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,628
Closed – – 3176
2021
Q1 		$0 Hold
1,628
– – ﹤0.01% 3434
2020
Q4 		$0 Hold
1,628
– – ﹤0.01% 2947
2020
Q3 		$0 Hold
1,628
– – ﹤0.01% 2809
2020
Q2 		$0 Hold
1,628
– – ﹤0.01% 2772
2020
Q1 		$0 Hold
1,628
– – ﹤0.01% 2808
2019
Q4 		$2K Hold
1,628
– – ﹤0.01% 2268
2019
Q3 		$2K Buy
+1,628
New +$1.7K ﹤0.01% 2167

Other funds holding CBL

BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

Sowell Financial Services's CBL Position: Q2 2021 in Review

Sowell Financial Services sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2021, closing a stake of 1,628 shares.

Sowell Financial Services first reported a position in CBL in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 6 funds tracked by Wall St. Rank hold CBL as of Q2 2021.

  • Sowell Financial Services reported no remaining CBL& Associates Properties, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,628 CBL& Associates Properties, Inc. shares in Q2 2021.
  • Sowell Financial Services first reported a position in CBL& Associates Properties, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's CBL& Associates Properties, Inc. position peaked at $2K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.