SFS
DDS icon

Sowell Financial Services’s Dillards DDS Stock Holding History

Sowell Financial Services’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Buy
802
+28
+4% +$17.5K 0.02% 667
2025
Q4 		$469K Buy
774
+112
+17% +$70.6K 0.02% 667
2025
Q3 		$407K Sell
662
-250
-27% -$129K 0.02% 700
2025
Q2 		$381K Buy
912
+168
+23% +$62.7K 0.02% 698
2025
Q1 		$266K Buy
+744
New +$320K 0.01% 814
2021
Q2 		– Sell
-281
Closed -$30K – 1038
2021
Q1 		$30K Buy
281
+77
+38% +$6.25K ﹤0.01% 1866
2020
Q4 		$13K Hold
204
– – ﹤0.01% 1906
2020
Q3 		$7K Hold
204
– – ﹤0.01% 1899
2020
Q2 		$5K Hold
204
– – ﹤0.01% 1887
2020
Q1 		$8K Hold
204
– – ﹤0.01% 1672
2019
Q4 		$15K Sell
204
-251
-55% -$17.8K ﹤0.01% 1536
2019
Q3 		$30K Buy
+455
New +$29.1K ﹤0.01% 1142

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return