Sowell Financial Services’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $388K | Buy |
7,763
+313
| +4% | +$15.6K | 0.02% | 688 |
|
2025
Q1 | $246K | Buy |
+7,450
| New | +$246K | 0.01% | 852 |
|
2021
Q2 | – | Sell |
-3,965
| Closed | -$54K | – | 1279 |
|
2021
Q1 | $54K | Buy |
3,965
+2,029
| +105% | +$27.6K | ﹤0.01% | 1620 |
|
2020
Q4 | $26K | Buy |
1,936
+1,802
| +1,345% | +$24.2K | ﹤0.01% | 1629 |
|
2020
Q3 | $1K | Hold |
134
| – | – | ﹤0.01% | 2360 |
|
2020
Q2 | $1K | Hold |
134
| – | – | ﹤0.01% | 2290 |
|
2020
Q1 | $1K | Hold |
134
| – | – | ﹤0.01% | 2234 |
|
2019
Q4 | $1K | Hold |
134
| – | – | ﹤0.01% | 2333 |
|
2019
Q3 | $1K | Buy |
+134
| New | +$1K | ﹤0.01% | 2231 |
|