Sowell Financial Services’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
+7,843
| New | +$433K | 0.02% | 654 |
|
|
2024
Q1 | – | Sell |
-30,529
| Closed | -$1.67M | – | 550 |
|
|
2023
Q4 | $1.67M | Sell |
30,529
-2,303
| -7% | -$126K | 0.09% | 245 |
|
|
2023
Q3 | $1.53M | Sell |
32,832
-1,094
| -3% | -$51.1K | 0.1% | 237 |
|
|
2023
Q2 | $1.75M | Buy |
+33,926
| New | +$1.75M | 0.1% | 239 |
|
|
2021
Q2 | – | Sell |
-572
| Closed | -$26K | – | 1097 |
|
|
2021
Q1 | $26K | Sell |
572
-1,702
| -75% | -$77.4K | ﹤0.01% | 1935 |
|
|
2020
Q4 | $98K | Sell |
2,274
-2
| -0.1% | -$86 | ﹤0.01% | 1164 |
|
|
2020
Q3 | $93K | Sell |
2,276
-181
| -7% | -$7.4K | ﹤0.01% | 991 |
|
|
2020
Q2 | $100K | Buy |
+2,457
| New | +$100K | 0.01% | 970 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$5K | – | 2477 |
|
|
2019
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1895 |
|