SFS
CSOD

Sowell Financial Services’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Sowell Financial Services’s Portfolio CSOD Stock Details CSOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-147
Closed -$6K – 3144
2021
Q1 		$6K Hold
147
– – ﹤0.01% 2567
2020
Q4 		$6K Buy
147
+116
+374% +$4.8K ﹤0.01% 2246
2020
Q3 		$1K Hold
31
– – ﹤0.01% 2480
2020
Q2 		$1K Hold
31
– – ﹤0.01% 2415
2020
Q1 		$1K Sell
31
-14
-31% -$683 ﹤0.01% 2365
2019
Q4 		$3K Sell
45
-14
-24% -$810 ﹤0.01% 2129
2019
Q3 		$3K Buy
+59
New +$3.31K ﹤0.01% 2008

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RC
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RC
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ClearBridge Investments
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PCP
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CAM
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UBS AM
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return