SFS
Sowell Financial Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Buy |
105,055
+7,825
| +8% | +$543K | 0.3% | 68 |
|
|
2025
Q1 | $6M | Sell |
97,230
-841
| -0.9% | -$51.9K | 0.27% | 75 |
|
|
2024
Q4 | $5.81M | Sell |
98,071
-267
| -0.3% | -$15.8K | 0.31% | 77 |
|
|
2024
Q3 | $5.23M | Sell |
98,338
-1,500
| -2% | -$79.8K | 0.24% | 103 |
|
|
2024
Q2 | $4.74M | Buy |
99,838
+1,491
| +2% | +$70.8K | 0.23% | 111 |
|
|
2024
Q1 | $4.91M | Sell |
98,347
-36,380
| -27% | -$1.82M | 0.23% | 110 |
|
|
2023
Q4 | $6.81M | Sell |
134,727
-21,393
| -14% | -$1.08M | 0.37% | 69 |
|
|
2023
Q3 | $8.39M | Buy |
156,120
+5,789
| +4% | +$311K | 0.53% | 38 |
|
|
2023
Q2 | $7.78M | Buy |
150,331
+25,242
| +20% | +$1.31M | 0.43% | 50 |
|
|
2023
Q1 | $6.54M | Sell |
125,089
-22,204
| -15% | -$1.16M | 0.5% | 36 |
|
|
2022
Q4 | $7.02M | Buy |
147,293
+19,632
| +15% | +$935K | 0.45% | 41 |
|
|
2022
Q3 | $5.11M | Buy |
127,661
+3,225
| +3% | +$129K | 0.51% | 44 |
|
|
2022
Q2 | $5.31M | Buy |
124,436
+114,433
| +1,144% | +$4.88M | 0.49% | 46 |
|
|
2022
Q1 | $536K | Sell |
10,003
-55,645
| -85% | -$2.98M | 0.09% | 130 |
|
|
2021
Q4 | $4.16M | Sell |
65,648
-17,043
| -21% | -$1.08M | 0.24% | 95 |
|
|
2021
Q3 | $4.5M | Sell |
82,691
-2,848
| -3% | -$155K | 0.3% | 79 |
|
|
2021
Q2 | $4.53M | Sell |
85,539
-115,615
| -57% | -$6.13M | 0.3% | 87 |
|
|
2021
Q1 | $10.5M | Buy |
201,154
+2,062
| +1% | +$108K | 0.37% | 57 |
|
|
2020
Q4 | $8.91M | Sell |
199,092
-3,313
| -2% | -$148K | 0.38% | 59 |
|
|
2020
Q3 | $7.97M | Buy |
202,405
+24,266
| +14% | +$956K | 0.4% | 58 |
|
|
2020
Q2 | $8.31M | Buy |
178,139
+3,238
| +2% | +$151K | 0.46% | 53 |
|
|
2020
Q1 | $6.88M | Buy |
174,901
+36,998
| +27% | +$1.45M | 0.51% | 37 |
|
|
2019
Q4 | $6.61M | Buy |
137,903
+8,752
| +7% | +$420K | 0.5% | 35 |
|
|
2019
Q3 | $6.38M | Buy |
+129,151
| New | +$6.38M | 0.53% | 41 |
|
|
2019
Q1 | $7.11M | Sell |
131,633
-2,581
| -2% | -$139K | 0.79% | 30 |
|
|
2018
Q4 | $5.82M | Buy |
134,214
+3,430
| +3% | +$149K | 0.82% | 26 |
|
|
2018
Q3 | $6.36M | Sell |
130,784
-2,567
| -2% | -$125K | 0.92% | 23 |
|
|
2018
Q2 | $5.83M | Buy |
133,351
+18,962
| +17% | +$830K | 1.24% | 20 |
|
|
2018
Q1 | $5.02M | Buy |
114,389
+1,499
| +1% | +$65.7K | 1.25% | 19 |
|
|
2017
Q4 | $4.66M | Sell |
112,890
-51
| -0% | -$2.11K | 1.14% | 22 |
|
|
2017
Q3 | $3.91M | Buy |
112,941
+5,935
| +6% | +$205K | 1.02% | 27 |
|
|
2017
Q2 | $3.39M | Buy |
107,006
+5,392
| +5% | +$171K | 0.96% | 28 |
|
|
2017
Q1 | $3.2M | Buy |
101,614
+7,750
| +8% | +$244K | 0.94% | 31 |
|
|
2016
Q4 | $3.03M | Buy |
+93,864
| New | +$3.03M | 1.02% | 26 |
|