Sowell Financial Services’s Cadence Design Systems CDNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$494K	Sell	1,779 -1,497	-46%	-$447K	0.02%	638
2025 Q4	$1.02M	Buy	3,276 +17	+0.5%	+$5.55K	0.04%	425
2025 Q3	$1.14M	Sell	3,259 -119	-4%	-$40.9K	0.04%	392
2025 Q2	$1.04M	Buy	3,378 +114	+3%	+$33.1K	0.04%	398
2025 Q1	$830K	Buy	+3,264	New	+$908K	0.04%	438
2021 Q2	–	Sell	-2,524	Closed	-$320K	–	879
2021 Q1	$320K	Sell	2,524 -726	-22%	-$97.4K	0.01%	816
2020 Q4	$443K	Sell	3,250 -5,534	-63%	-$649K	0.02%	556
2020 Q3	$937K	Buy	8,784 +6,981	+387%	+$734K	0.05%	311
2020 Q2	$173K	Sell	1,803 -4,272	-70%	-$358K	0.01%	772
2020 Q1	$401K	Sell	6,075 -1,606	-21%	-$111K	0.03%	455
2019 Q4	$533K	Sell	7,681 -7,240	-49%	-$485K	0.04%	428
2019 Q3	$986K	Buy	+14,921	New	+$1.05M	0.08%	253