Sowell Financial Services’s Allspring Income Opportunities Fund EAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Hold |
103,500
| – | – | 0.03% | 506 |
|
|
2025
Q1 | $708K | Buy |
103,500
+15,500
| +18% | +$106K | 0.03% | 495 |
|
|
2024
Q4 | $606K | Buy |
88,000
+50,000
| +132% | +$345K | 0.03% | 390 |
|
|
2024
Q3 | $273K | Buy |
+38,000
| New | +$273K | 0.01% | 503 |
|
|
2021
Q2 | – | Sell |
-164
| Closed | -$1K | – | 1108 |
|
|
2021
Q1 | $1K | Sell |
164
-26
| -14% | -$159 | ﹤0.01% | 2924 |
|
|
2020
Q4 | $2K | Buy |
190
+26
| +16% | +$274 | ﹤0.01% | 2456 |
|
|
2020
Q3 | $1K | Buy |
164
+16
| +11% | +$98 | ﹤0.01% | 2347 |
|
|
2020
Q2 | $1K | Hold |
148
| – | – | ﹤0.01% | 2273 |
|
|
2020
Q1 | $1K | Sell |
148
-17
| -10% | -$115 | ﹤0.01% | 2222 |
|
|
2019
Q4 | $1K | Buy |
165
+18
| +12% | +$109 | ﹤0.01% | 2322 |
|
|
2019
Q3 | $1K | Buy |
+147
| New | +$1K | ﹤0.01% | 2222 |
|