SFS
Sowell Financial Services’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,378
| Closed | -$364K | – | 1053 |
|
|
2025
Q1 | $364K | Buy |
+2,378
| New | +$364K | 0.02% | 686 |
|
|
2024
Q4 | – | Sell |
-16,219
| Closed | -$2.66M | – | 529 |
|
|
2024
Q3 | $2.66M | Buy |
16,219
+3,400
| +27% | +$557K | 0.12% | 189 |
|
|
2024
Q2 | $1.78M | Buy |
12,819
+2,636
| +26% | +$365K | 0.08% | 238 |
|
|
2024
Q1 | $1.41M | Buy |
10,183
+30
| +0.3% | +$4.14K | 0.07% | 290 |
|
|
2023
Q4 | $1.06M | Sell |
10,153
-2,010
| -17% | -$211K | 0.06% | 313 |
|
|
2023
Q3 | $1.15M | Sell |
12,163
-57
| -0.5% | -$5.39K | 0.07% | 288 |
|
|
2023
Q2 | $1.23M | Buy |
+12,220
| New | +$1.23M | 0.07% | 318 |
|
|
2023
Q1 | – | Sell |
-12,295
| Closed | -$918K | – | 773 |
|
|
2022
Q4 | $918K | Buy |
+12,295
| New | +$918K | 0.06% | 330 |
|
|
2021
Q2 | – | Sell |
-21,120
| Closed | -$2.63M | – | 1100 |
|
|
2021
Q1 | $2.63M | Sell |
21,120
-19,785
| -48% | -$2.46M | 0.09% | 199 |
|
|
2020
Q4 | $4.8M | Sell |
40,905
-16,799
| -29% | -$1.97M | 0.21% | 105 |
|
|
2020
Q3 | $4.94M | Buy |
57,704
+11,919
| +26% | +$1.02M | 0.25% | 91 |
|
|
2020
Q2 | $3.62M | Buy |
45,785
+17,548
| +62% | +$1.39M | 0.2% | 112 |
|
|
2020
Q1 | $2.15M | Sell |
28,237
-5,091
| -15% | -$387K | 0.16% | 145 |
|
|
2019
Q4 | $2.5M | Buy |
33,328
+6,363
| +24% | +$477K | 0.19% | 116 |
|
|
2019
Q3 | $1.54M | Buy |
+26,965
| New | +$1.54M | 0.13% | 173 |
|
|
2019
Q1 | $1.46M | Hold |
26,965
| – | – | 0.16% | 136 |
|
|
2018
Q4 | $1.39M | Sell |
26,965
-39
| -0.1% | -$2.01K | 0.2% | 113 |
|
|
2018
Q3 | $1.93M | Buy |
+27,004
| New | +$1.93M | 0.28% | 68 |
|