Sowell Financial Services’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
+2,504
| New | +$450K | 0.02% | 643 |
|
|
2021
Q2 | – | Sell |
-8,257
| Closed | -$1.14M | – | 1053 |
|
|
2021
Q1 | $1.14M | Buy |
8,257
+309
| +4% | +$42.8K | 0.04% | 375 |
|
|
2020
Q4 | $947K | Buy |
7,948
+368
| +5% | +$43.8K | 0.04% | 339 |
|
|
2020
Q3 | $868K | Sell |
7,580
-107
| -1% | -$12.3K | 0.04% | 330 |
|
|
2020
Q2 | $876K | Sell |
7,687
-3,451
| -31% | -$393K | 0.05% | 304 |
|
|
2020
Q1 | $894K | Buy |
11,138
+1,147
| +11% | +$92.1K | 0.07% | 267 |
|
|
2019
Q4 | $1.07M | Buy |
9,991
+8,693
| +670% | +$928K | 0.08% | 249 |
|
|
2019
Q3 | $139K | Buy |
+1,298
| New | +$139K | 0.01% | 738 |
|