Sowell Financial Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
853
+89
| +12% | +$39.8K | 0.02% | 697 |
|
|
2025
Q1 | $347K | Buy |
+764
| New | +$347K | 0.02% | 707 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$5K | – | 1249 |
|
|
2021
Q1 | $5K | Hold |
14
| – | – | ﹤0.01% | 2593 |
|
|
2020
Q4 | $5K | Sell |
14
-257
| -95% | -$91.8K | ﹤0.01% | 2266 |
|
|
2020
Q3 | $91K | Sell |
271
-109
| -29% | -$36.6K | ﹤0.01% | 1000 |
|
|
2020
Q2 | $125K | Buy |
380
+262
| +222% | +$86.2K | 0.01% | 896 |
|
|
2020
Q1 | $31K | Sell |
118
-62
| -34% | -$16.3K | ﹤0.01% | 1230 |
|
|
2019
Q4 | $48K | Buy |
180
+165
| +1,100% | +$44K | ﹤0.01% | 1160 |
|
|
2019
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 1829 |
|