SFS
Sowell Financial Services’s Douglas Emmett DEI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.05M | Buy |
136,348
+6,420
| +5% | +$96.6K | 0.08% | 256 |
|
2025
Q1 | $2.08M | Sell |
129,928
-809
| -0.6% | -$12.9K | 0.09% | 228 |
|
2024
Q4 | $2.43M | Sell |
130,737
-6,251
| -5% | -$116K | 0.13% | 178 |
|
2024
Q3 | $2.43M | Sell |
136,988
-700
| -0.5% | -$12.4K | 0.11% | 206 |
|
2024
Q2 | $1.86M | Sell |
137,688
-3,578
| -3% | -$48.3K | 0.09% | 231 |
|
2024
Q1 | $1.99M | Buy |
141,266
+7,728
| +6% | +$109K | 0.09% | 239 |
|
2023
Q4 | $1.96M | Buy |
133,538
+723
| +0.5% | +$10.6K | 0.11% | 212 |
|
2023
Q3 | $1.72M | Buy |
132,815
+16,200
| +14% | +$210K | 0.11% | 216 |
|
2023
Q2 | $1.49M | Buy |
116,615
+16,306
| +16% | +$208K | 0.08% | 271 |
|
2023
Q1 | $1.24M | Buy |
100,309
+23,333
| +30% | +$288K | 0.1% | 257 |
|
2022
Q4 | $1.22M | Buy |
76,976
+1,200
| +2% | +$19K | 0.08% | 281 |
|
2022
Q3 | $1.38M | Buy |
75,776
+7,214
| +11% | +$131K | 0.14% | 192 |
|
2022
Q2 | $1.55M | Buy |
68,562
+55,372
| +420% | +$1.25M | 0.14% | 131 |
|
2022
Q1 | $445K | Sell |
13,190
-42,805
| -76% | -$1.44M | 0.08% | 143 |
|
2021
Q4 | $1.89M | Buy |
55,995
+2,432
| +5% | +$82.2K | 0.11% | 206 |
|
2021
Q3 | $1.71M | Buy |
53,563
+18,637
| +53% | +$594K | 0.12% | 201 |
|
2021
Q2 | $1.18M | Buy |
34,926
+11,133
| +47% | +$377K | 0.08% | 279 |
|
2021
Q1 | $759K | Buy |
23,793
+11,293
| +90% | +$360K | 0.03% | 493 |
|
2020
Q4 | $365K | Buy |
12,500
+12,400
| +12,400% | +$362K | 0.02% | 619 |
|
2020
Q3 | $3K | Sell |
100
-1,790
| -95% | -$53.7K | ﹤0.01% | 2115 |
|
2020
Q2 | $58K | Sell |
1,890
-12,512
| -87% | -$384K | ﹤0.01% | 1125 |
|
2020
Q1 | $439K | Buy |
14,402
+13,604
| +1,705% | +$415K | 0.03% | 426 |
|
2019
Q4 | $35K | Sell |
798
-5
| -0.6% | -$219 | ﹤0.01% | 1264 |
|
2019
Q3 | $34K | Buy |
+803
| New | +$34K | ﹤0.01% | 1109 |
|