Sowell Financial Services’s Canadian Imperial Bank of Commerce CM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
3,432
-188
| -5% | -$13.3K | 0.01% | 876 |
|
|
2025
Q1 | $204K | Buy |
+3,620
| New | +$204K | 0.01% | 925 |
|
|
2023
Q4 | – | Sell |
-14,922
| Closed | -$585K | – | 540 |
|
|
2023
Q3 | $585K | Buy |
+14,922
| New | +$585K | 0.04% | 379 |
|
|
2023
Q2 | – | Sell |
-14,719
| Closed | -$624K | – | 601 |
|
|
2023
Q1 | $624K | Sell |
14,719
-556
| -4% | -$23.6K | 0.05% | 397 |
|
|
2022
Q4 | $628K | Buy |
+15,275
| New | +$628K | 0.04% | 395 |
|
|
2022
Q3 | – | Sell |
-12,300
| Closed | -$605K | – | 411 |
|
|
2022
Q2 | $605K | Buy |
+12,300
| New | +$605K | 0.06% | 204 |
|
|
2021
Q2 | – | Sell |
-2,118
| Closed | -$113K | – | 922 |
|
|
2021
Q1 | $113K | Buy |
2,118
+290
| +16% | +$15.5K | ﹤0.01% | 1315 |
|
|
2020
Q4 | $78K | Hold |
1,828
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q3 | $68K | Sell |
1,828
-860
| -32% | -$32K | ﹤0.01% | 1107 |
|
|
2020
Q2 | $90K | Sell |
2,688
-412
| -13% | -$13.8K | ﹤0.01% | 993 |
|
|
2020
Q1 | $90K | Sell |
3,100
-918
| -23% | -$26.7K | 0.01% | 878 |
|
|
2019
Q4 | $167K | Buy |
4,018
+92
| +2% | +$3.82K | 0.01% | 769 |
|
|
2019
Q3 | $162K | Buy |
+3,926
| New | +$162K | 0.01% | 703 |
|