SFS
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Sowell Financial Services’s Donaldson DCI Stock Holding History

Sowell Financial Services’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,108
Closed -$393K – 1034
2021
Q1 		$393K Buy
6,108
+2,113
+53% +$126K 0.01% 733
2020
Q4 		$223K Buy
3,995
+360
+10% +$19K 0.01% 804
2020
Q3 		$169K Sell
3,635
-275
-7% -$13.4K 0.01% 787
2020
Q2 		$182K Hold
3,910
– – 0.01% 751
2020
Q1 		$151K Buy
3,910
+739
+23% +$36.2K 0.01% 729
2019
Q4 		$183K Buy
3,171
+2,471
+353% +$134K 0.01% 742
2019
Q3 		$36K Buy
+700
New +$34.6K ﹤0.01% 1090

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