SFS
EAD

Sowell Financial Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Sowell Financial Services’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$671K Hold
103,500
– – 0.02% 550
2025
Q4 		$702K Hold
103,500
– – 0.03% 540
2025
Q3 		$726K Hold
103,500
– – 0.03% 523
2025
Q2 		$731K Hold
103,500
– – 0.03% 506
2025
Q1 		$708K Buy
103,500
+15,500
+18% +$108K 0.03% 495
2024
Q4 		$606K Buy
88,000
+50,000
+132% +$348K 0.03% 390
2024
Q3 		$273K Buy
+38,000
New +$264K 0.01% 503
2021
Q2 		– Sell
-164
Closed -$1K – 1108
2021
Q1 		$1K Sell
164
-26
-14% -$215 ﹤0.01% 2924
2020
Q4 		$2K Buy
190
+26
+16% +$200 ﹤0.01% 2456
2020
Q3 		$1K Buy
164
+16
+11% +$118 ﹤0.01% 2347
2020
Q2 		$1K Hold
148
– – ﹤0.01% 2273
2020
Q1 		$1K Sell
148
-17
-10% -$132 ﹤0.01% 2222
2019
Q4 		$1K Buy
165
+18
+12% +$149 ﹤0.01% 2322
2019
Q3 		$1K Buy
+147
New +$1.21K ﹤0.01% 2222

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