SFS
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Sowell Financial Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Sowell Financial Services’s Portfolio CM Stock Details CM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$330K Buy
3,478
+29
+0.8% +$2.77K 0.01% 802
2025
Q4 		$313K Buy
3,449
+13
+0.4% +$1.11K 0.01% 816
2025
Q3 		$275K Buy
3,436
+4
+0.1% +$301 0.01% 844
2025
Q2 		$243K Sell
3,432
-188
-5% -$12.1K 0.01% 876
2025
Q1 		$204K Buy
+3,620
New +$218K 0.01% 925
2023
Q4 		– Sell
-14,922
Closed -$585K – 540
2023
Q3 		$585K Buy
+14,922
New +$616K 0.04% 379
2023
Q2 		– Sell
-14,719
Closed -$624K – 601
2023
Q1 		$624K Sell
14,719
-556
-4% -$24.4K 0.05% 397
2022
Q4 		$628K Buy
+15,275
New +$674K 0.04% 395
2022
Q3 		– Sell
-12,300
Closed -$605K – 411
2022
Q2 		$605K Buy
+12,300
New +$670K 0.06% 204
2021
Q2 		– Sell
-2,118
Closed -$113K – 922
2021
Q1 		$113K Buy
2,118
+290
+16% +$13.4K ﹤0.01% 1315
2020
Q4 		$78K Hold
1,828
– – ﹤0.01% 1247
2020
Q3 		$68K Sell
1,828
-860
-32% -$31.5K ﹤0.01% 1107
2020
Q2 		$90K Sell
2,688
-412
-13% -$12.9K ﹤0.01% 993
2020
Q1 		$90K Sell
3,100
-918
-23% -$34.2K 0.01% 878
2019
Q4 		$167K Buy
4,018
+92
+2% +$3.89K 0.01% 769
2019
Q3 		$162K Buy
+3,926
New +$154K 0.01% 703

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