SFS
FBIZ icon

Sowell Financial Services’s First Business Financial Services FBIZ Stock Holding History

Sowell Financial Services’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,387
Closed -$38K – 1229
2021
Q1 		$38K Buy
1,387
+129
+10% +$2.9K ﹤0.01% 1770
2020
Q4 		$23K Buy
1,258
+48
+4% +$868 ﹤0.01% 1671
2020
Q3 		$17K Buy
1,210
+190
+19% +$2.95K ﹤0.01% 1627
2020
Q2 		$17K Buy
1,020
+71
+7% +$1.11K ﹤0.01% 1511
2020
Q1 		$15K Buy
949
+353
+59% +$8.06K ﹤0.01% 1475
2019
Q4 		$16K Hold
596
– – ﹤0.01% 1509
2019
Q3 		$14K Buy
+596
New +$14K ﹤0.01% 1410

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