Sowell Financial Services’s Quest Diagnostics DGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$831K	Buy	4,243 +188	+5%	+$36.5K	0.03%	486
2025 Q4	$704K	Buy	4,055 +10	+0.2%	+$1.82K	0.03%	537
2025 Q3	$771K	Buy	4,045 +1,541	+62%	+$273K	0.03%	499
2025 Q2	$450K	Buy	+2,504	New	+$435K	0.02%	643
2021 Q2	–	Sell	-8,257	Closed	-$1.14M	–	1053
2021 Q1	$1.14M	Buy	8,257 +309	+4%	+$38.1K	0.04%	375
2020 Q4	$947K	Buy	7,948 +368	+5%	+$44.9K	0.04%	339
2020 Q3	$868K	Sell	7,580 -107	-1%	-$12.6K	0.04%	330
2020 Q2	$876K	Sell	7,687 -3,451	-31%	-$366K	0.05%	304
2020 Q1	$894K	Buy	11,138 +1,147	+11%	+$119K	0.07%	267
2019 Q4	$1.07M	Buy	9,991 +8,693	+670%	+$907K	0.08%	249
2019 Q3	$139K	Buy	+1,298	New	+$133K	0.01%	738