Sowell Financial Services’s Crestwood Equity Partners LP CEQP Stock Holding History

Sowell Financial Services’s Portfolio CEQP Stock Details CEQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-46,726	Closed	-$1.37M	–	585
2023 Q3	$1.37M	Buy	46,726 +96	+0.2%	+$2.69K	0.09%	255
2023 Q2	$1.24M	Buy	46,630 +29	+0.1%	+$736	0.07%	316
2023 Q1	$1.16M	Buy	46,601 +25	+0.1%	+$644	0.09%	271
2022 Q4	$1.22M	Buy	46,576 +19	+0%	+$549	0.08%	284
2022 Q3	$1.29M	Sell	46,557 -1,172	-2%	-$31.3K	0.13%	203
2022 Q2	$1.15M	Buy	+47,729	New	+$1.37M	0.11%	155
2021 Q2	–	Sell	-453	Closed	-$14K	–	2957
2021 Q1	$14K	Buy	+453	New	+$10.2K	﹤0.01%	2204

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Sowell Financial Services's CEQP Position: Q4 2023 in Review

Sowell Financial Services sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 46,726 shares — an estimated $1.37M sold.

Sowell Financial Services first reported a position in CEQP in Q1 2021 and held it in 7 quarters. The position peaked at $1.37M in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Sowell Financial Services reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Sowell Financial Services sold 46,726 Crestwood Equity Partners LP shares in Q4 2023, an estimated $1.37M.
Sowell Financial Services first reported a position in Crestwood Equity Partners LP in Q1 2021 and held it in 7 quarters.
Sowell Financial Services's Crestwood Equity Partners LP position peaked at $1.37M in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.