Sowell Financial Services’s Healthpeak Properties DOC Stock Holding History

Sowell Financial Services’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,387	Closed	-$312K	–	1017
2024 Q4	$312K	Buy	15,387 +2,578	+20%	+$55.9K	0.02%	464
2024 Q3	$293K	Buy	12,809 +886	+7%	+$19.1K	0.01%	498
2024 Q2	$234K	Buy	11,923 +716	+6%	+$13.7K	0.01%	509
2024 Q1	$210K	Buy	+11,207	New	+$204K	0.01%	542
2023 Q4	–	Sell	-11,274	Closed	-$207K	–	543
2023 Q3	$207K	Buy	11,274 +317	+3%	+$6.51K	0.01%	503
2023 Q2	$220K	Buy	10,957 +1,249	+13%	+$25.9K	0.01%	542
2023 Q1	$213K	Sell	9,708 -5,866	-38%	-$145K	0.02%	673
2022 Q4	$390K	Buy	15,574 +875	+6%	+$21.3K	0.03%	457
2022 Q3	$337K	Sell	14,699 -252	-2%	-$6.66K	0.03%	355
2022 Q2	$387K	Buy	+14,951	New	+$453K	0.04%	241
2021 Q4	–	Sell	-12,019	Closed	-$402K	–	516
2021 Q3	$402K	Sell	12,019 -1,362	-10%	-$48.2K	0.03%	424
2021 Q2	$445K	Sell	13,381 -48,487	-78%	-$1.63M	0.03%	436
2021 Q1	$2.08M	Sell	61,868 -79,325	-56%	-$2.41M	0.07%	234
2020 Q4	$4.27M	Buy	141,193 +1,557	+1%	+$45.3K	0.18%	115
2020 Q3	$3.79M	Buy	139,636 +2,837	+2%	+$77.7K	0.19%	110
2020 Q2	$3.77M	Buy	136,799 +6,571	+5%	+$168K	0.21%	109
2020 Q1	$3.11M	Buy	130,228 +10,734	+9%	+$350K	0.23%	105
2019 Q4	$4.12M	Buy	119,494 +1,617	+1%	+$56.6K	0.31%	65
2019 Q3	$4.2M	Buy	+117,877	New	+$3.98M	0.35%	62
2019 Q1	$3.41M	Sell	108,805 -4,042	-4%	-$123K	0.38%	56
2018 Q4	$3.15M	Sell	112,847 -950	-0.8%	-$26.3K	0.45%	48
2018 Q3	$3M	Buy	113,797 +3,398	+3%	+$89.3K	0.43%	48
2018 Q2	$2.88M	Buy	110,399 +4,531	+4%	+$107K	0.61%	42
2018 Q1	$2.48M	Buy	105,868 +4,102	+4%	+$95.3K	0.62%	45
2017 Q4	$2.37M	Buy	101,766 +4,663	+5%	+$124K	0.58%	49
2017 Q3	$2.53M	Buy	97,103 +8,617	+10%	+$259K	0.66%	44
2017 Q2	$2.62M	Sell	88,486 -71	-0.1%	-$2.25K	0.74%	38
2017 Q1	$2.81M	Buy	88,557 +6,443	+8%	+$198K	0.83%	36
2016 Q4	$2.5M	Buy	+82,114	New	+$2.5M	0.84%	34