SFS
DHF

Sowell Financial Services’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Sowell Financial Services’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.1K Buy
16,420
+225
+1% +$557 ﹤0.01% 1117
2025
Q4 		$40.2K Sell
16,195
-4,667
-22% -$11.8K ﹤0.01% 1100
2025
Q3 		$54K Buy
20,862
+318
+2% +$822 ﹤0.01% 1054
2025
Q2 		$53.4K Buy
20,544
+428
+2% +$1.06K ﹤0.01% 1026
2025
Q1 		$51.3K Buy
+20,116
New +$51.9K ﹤0.01% 991
2023
Q2 		– Sell
-51,113
Closed -$111K – 614
2023
Q1 		$111K Buy
+51,113
New +$115K 0.01% 729
2021
Q2 		– Sell
-10,614
Closed -$34K – 1056
2021
Q1 		$34K Sell
10,614
-3
-0% -$9 ﹤0.01% 1816
2020
Q4 		$32K Buy
10,617
+47
+0.4% +$134 ﹤0.01% 1554
2020
Q3 		$29K Hold
10,570
– – ﹤0.01% 1393
2020
Q2 		$27K Hold
10,570
– – ﹤0.01% 1362
2020
Q1 		$24K Buy
+10,570
New +$30.4K ﹤0.01% 1319

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HWAM
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AAM
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1CP
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Allspring Global Investments
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Invesco
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LPL Financial
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return