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SFS
Sowell Financial Services’s
Chesapeake Utilities
CPK
Stock Holding History
Sowell Financial Services’s Portfolio
CPK Stock Details
CPK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-9
Closed
-$1K
–
954
2021
Q1
$1K
Buy
+9
New
+$971
﹤0.01%
2914
2020
Q4
–
Hold
0
–
–
–
2715
2020
Q3
–
Sell
-8
Closed
-$660
–
2557
2020
Q2
$1K
Hold
8
–
–
﹤0.01%
2263
2020
Q1
$1K
Hold
8
–
–
﹤0.01%
2209
2019
Q4
$1K
Hold
8
–
–
﹤0.01%
2311
2019
Q3
$1K
Buy
+8
New
+$748
﹤0.01%
2209
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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