Sowell Financial Services’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.05M | Buy |
24,703
+3,196
| +15% | +$426K | 0.15% | 148 |
|
|
2025
Q4 | $2.71M | Buy |
21,507
+2,088
| +11% | +$294K | 0.1% | 212 |
|
|
2025
Q3 | $2.75M | Buy |
19,419
+2,303
| +13% | +$299K | 0.11% | 203 |
|
|
2025
Q2 | $2.1M | Sell |
17,116
-1,320
| -7% | -$135K | 0.09% | 250 |
|
|
2025
Q1 | $1.68M | Buy |
18,436
+5,677
| +44% | +$601K | 0.08% | 276 |
|
|
2024
Q4 | $1.47M | Buy |
+12,759
| New | +$1.6M | 0.08% | 257 |
|
|
2024
Q2 | – | Sell |
-10,540
| Closed | -$1.2M | – | 534 |
|
|
2024
Q1 | $1.2M | Buy |
+10,540
| New | +$983K | 0.06% | 314 |
|
|
2022
Q3 | – | Sell |
-11,385
| Closed | -$526K | – | 414 |
|
|
2022
Q2 | $526K | Buy |
+11,385
| New | +$538K | 0.05% | 221 |
|
|
2021
Q2 | – | Sell |
-5,071
| Closed | -$256K | – | 1042 |
|
|
2021
Q1 | $256K | Buy |
5,071
+602
| +13% | +$24.7K | 0.01% | 912 |
|
|
2020
Q4 | $166K | Buy |
4,469
+3,694
| +477% | +$129K | 0.01% | 925 |
|
|
2020
Q3 | $27K | Sell |
775
-210
| -21% | -$6.55K | ﹤0.01% | 1425 |
|
|
2020
Q2 | $27K | Hold |
985
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q1 | $20K | Hold |
985
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q4 | $26K | Sell |
985
-390
| -28% | -$10.1K | ﹤0.01% | 1335 |
|
|
2019
Q3 | $36K | Buy |
+1,375
| New | +$36.4K | ﹤0.01% | 1091 |
|
|
2018
Q1 | – | Sell |
-14,741
| Closed | -$366K | – | 276 |
|
|
2017
Q4 | $366K | Sell |
14,741
-8,082
| -35% | -$183K | 0.09% | 189 |
|
|
2017
Q3 | $528K | Buy |
+22,823
| New | +$440K | 0.14% | 139 |
|
|
2017
Q1 | – | Sell |
-39
| Closed | -$1K | – | 321 |
|
|
2016
Q4 | $1K | Buy |
+39
| New | +$559 | ﹤0.01% | 608 |
|
Other funds holding DELL
VCM
VPM
