Sowell Financial Services’s Coeur Mining CDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Buy |
105,608
+49,562
| +88% | +$1.08M | 0.07% | 288 |
|
|
2025
Q4 | $999K | Sell |
56,046
-40
| -0.1% | -$696 | 0.04% | 435 |
|
|
2025
Q3 | $1.05M | Buy |
56,086
+274
| +0.5% | +$3.35K | 0.04% | 408 |
|
|
2025
Q2 | $494K | Sell |
55,812
-18
| -0% | -$131 | 0.02% | 612 |
|
|
2025
Q1 | $331K | Buy |
55,830
+5,554
| +11% | +$34.3K | 0.02% | 720 |
|
|
2024
Q4 | $288K | Sell |
50,276
-175
| -0.3% | -$1.13K | 0.02% | 471 |
|
|
2024
Q3 | $347K | Buy |
50,451
+251
| +0.5% | +$1.56K | 0.02% | 488 |
|
|
2024
Q2 | $282K | Buy |
+50,200
| New | +$259K | 0.01% | 495 |
|
|
2023
Q2 | – | Sell |
-50,200
| Closed | -$200K | – | 595 |
|
|
2023
Q1 | $200K | Buy |
+50,200
| New | +$174K | 0.02% | 690 |
|
|
2021
Q4 | – | Sell |
-35,303
| Closed | -$218K | – | 511 |
|
|
2021
Q3 | $218K | Buy |
35,303
+103
| +0.3% | +$732 | 0.01% | 469 |
|
|
2021
Q2 | $313K | Hold |
35,200
| – | – | 0.02% | 471 |
|
|
2021
Q1 | $325K | Hold |
35,200
| – | – | 0.01% | 811 |
|
|
2020
Q4 | $364K | Sell |
35,200
-5,000
| -12% | -$41.1K | 0.02% | 620 |
|
|
2020
Q3 | $297K | Hold |
40,200
| – | – | 0.01% | 619 |
|
|
2020
Q2 | $204K | Buy |
40,200
+10,000
| +33% | +$45.5K | 0.01% | 716 |
|
|
2020
Q1 | $97K | Hold |
30,200
| – | – | 0.01% | 848 |
|
|
2019
Q4 | $244K | Hold |
30,200
| – | – | 0.02% | 650 |
|
|
2019
Q3 | $145K | Buy |
+30,200
| New | +$150K | 0.01% | 731 |
|
|
2019
Q1 | $122K | Buy |
+30,000
| New | +$145K | 0.01% | 549 |
|
|
2018
Q4 | – | Sell |
-30,000
| Closed | -$160K | – | 471 |
|
|
2018
Q3 | $160K | Buy |
+30,000
| New | +$194K | 0.02% | 346 |
|
Other funds holding CDE
VCM
VPM
TI