Sowell Financial Services’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
24,709
-50,572
| -67% | -$619K | 0.01% | 783 |
|
|
2025
Q1 | $949K | Buy |
75,281
+45,785
| +155% | +$577K | 0.04% | 401 |
|
|
2024
Q4 | $371K | Sell |
29,496
-3,269
| -10% | -$41.1K | 0.02% | 444 |
|
|
2024
Q3 | $425K | Buy |
32,765
+330
| +1% | +$4.28K | 0.02% | 460 |
|
|
2024
Q2 | $406K | Buy |
32,435
+332
| +1% | +$4.16K | 0.02% | 461 |
|
|
2024
Q1 | $408K | Sell |
32,103
-10,737
| -25% | -$136K | 0.02% | 479 |
|
|
2023
Q4 | $524K | Sell |
42,840
-3,395
| -7% | -$41.5K | 0.03% | 425 |
|
|
2023
Q3 | $542K | Buy |
46,235
+3,997
| +9% | +$46.9K | 0.03% | 387 |
|
|
2023
Q2 | $503K | Sell |
42,238
-221
| -0.5% | -$2.63K | 0.03% | 451 |
|
|
2023
Q1 | $483K | Buy |
42,459
+315
| +0.7% | +$3.58K | 0.04% | 438 |
|
|
2022
Q4 | $467K | Buy |
42,144
+6,382
| +18% | +$70.7K | 0.03% | 437 |
|
|
2022
Q3 | $386K | Buy |
35,762
+1,748
| +5% | +$18.9K | 0.04% | 346 |
|
|
2022
Q2 | $413K | Buy |
+34,014
| New | +$413K | 0.04% | 233 |
|
|
2022
Q1 | – | Sell |
-42,359
| Closed | -$683K | – | 235 |
|
|
2021
Q4 | $683K | Buy |
42,359
+9,123
| +27% | +$147K | 0.04% | 392 |
|
|
2021
Q3 | $590K | Buy |
33,236
+9,729
| +41% | +$173K | 0.04% | 370 |
|
|
2021
Q2 | $425K | Sell |
23,507
-16,792
| -42% | -$304K | 0.03% | 444 |
|
|
2021
Q1 | $733K | Buy |
40,299
+26,616
| +195% | +$484K | 0.03% | 506 |
|
|
2020
Q4 | $227K | Sell |
13,683
-271
| -2% | -$4.5K | 0.01% | 795 |
|
|
2020
Q3 | $224K | Buy |
13,954
+3,368
| +32% | +$54.1K | 0.01% | 691 |
|
|
2020
Q2 | $163K | Buy |
10,586
+10,503
| +12,654% | +$162K | 0.01% | 794 |
|
|
2020
Q1 | $1K | Buy |
83
+2
| +2% | +$24 | ﹤0.01% | 2218 |
|
|
2019
Q4 | $2K | Buy |
81
+1
| +1% | +$25 | ﹤0.01% | 2175 |
|
|
2019
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 2058 |
|