Sowell Financial Services’s Climb Global Solutions CLMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,747	Closed	-$1.49M	–	1014
2024 Q4	$1.49M	Buy	+11,747	New	+$1.49M	0.08%	254
2021 Q2	–	Sell	-20	Closed	–	–	916
2021 Q1	$0	Hold	20	–	–	﹤0.01%	3127
2020 Q4	$0	Buy	+20	New	–	﹤0.01%	2710