SFS
Sowell Financial Services’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,387
| Closed | -$312K | – | 1017 |
|
|
2024
Q4 | $312K | Buy |
15,387
+2,578
| +20% | +$52.3K | 0.02% | 464 |
|
|
2024
Q3 | $293K | Buy |
12,809
+886
| +7% | +$20.3K | 0.01% | 498 |
|
|
2024
Q2 | $234K | Buy |
11,923
+716
| +6% | +$14.1K | 0.01% | 509 |
|
|
2024
Q1 | $210K | Buy |
+11,207
| New | +$210K | 0.01% | 542 |
|
|
2023
Q4 | – | Sell |
-11,274
| Closed | -$207K | – | 543 |
|
|
2023
Q3 | $207K | Buy |
11,274
+317
| +3% | +$5.82K | 0.01% | 503 |
|
|
2023
Q2 | $220K | Buy |
10,957
+1,249
| +13% | +$25.1K | 0.01% | 542 |
|
|
2023
Q1 | $213K | Sell |
9,708
-5,866
| -38% | -$129K | 0.02% | 673 |
|
|
2022
Q4 | $390K | Buy |
15,574
+875
| +6% | +$21.9K | 0.03% | 457 |
|
|
2022
Q3 | $337K | Sell |
14,699
-252
| -2% | -$5.78K | 0.03% | 355 |
|
|
2022
Q2 | $387K | Buy |
+14,951
| New | +$387K | 0.04% | 241 |
|
|
2021
Q4 | – | Sell |
-12,019
| Closed | -$402K | – | 516 |
|
|
2021
Q3 | $402K | Sell |
12,019
-1,362
| -10% | -$45.6K | 0.03% | 424 |
|
|
2021
Q2 | $445K | Sell |
13,381
-48,487
| -78% | -$1.61M | 0.03% | 436 |
|
|
2021
Q1 | $2.08M | Sell |
61,868
-79,325
| -56% | -$2.66M | 0.07% | 234 |
|
|
2020
Q4 | $4.27M | Buy |
141,193
+1,557
| +1% | +$47.1K | 0.18% | 115 |
|
|
2020
Q3 | $3.79M | Buy |
139,636
+2,837
| +2% | +$77K | 0.19% | 110 |
|
|
2020
Q2 | $3.77M | Buy |
136,799
+6,571
| +5% | +$181K | 0.21% | 109 |
|
|
2020
Q1 | $3.11M | Buy |
130,228
+10,734
| +9% | +$256K | 0.23% | 105 |
|
|
2019
Q4 | $4.12M | Buy |
119,494
+1,617
| +1% | +$55.7K | 0.31% | 65 |
|
|
2019
Q3 | $4.2M | Buy |
+117,877
| New | +$4.2M | 0.35% | 62 |
|
|
2019
Q1 | $3.41M | Sell |
108,805
-4,042
| -4% | -$127K | 0.38% | 56 |
|
|
2018
Q4 | $3.15M | Sell |
112,847
-950
| -0.8% | -$26.5K | 0.45% | 48 |
|
|
2018
Q3 | $3M | Buy |
113,797
+3,398
| +3% | +$89.4K | 0.43% | 48 |
|
|
2018
Q2 | $2.88M | Buy |
110,399
+4,531
| +4% | +$118K | 0.61% | 42 |
|
|
2018
Q1 | $2.48M | Buy |
105,868
+4,102
| +4% | +$96.2K | 0.62% | 45 |
|
|
2017
Q4 | $2.37M | Buy |
101,766
+4,663
| +5% | +$109K | 0.58% | 49 |
|
|
2017
Q3 | $2.53M | Buy |
97,103
+8,617
| +10% | +$224K | 0.66% | 44 |
|
|
2017
Q2 | $2.62M | Sell |
88,486
-71
| -0.1% | -$2.1K | 0.74% | 38 |
|
|
2017
Q1 | $2.81M | Buy |
88,557
+6,443
| +8% | +$204K | 0.83% | 36 |
|
|
2016
Q4 | $2.5M | Buy |
+82,114
| New | +$2.5M | 0.84% | 34 |
|