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SFS
Sowell Financial Services’s
Gabelli Equity Trust
GAB
Stock Holding History
Sowell Financial Services’s Portfolio
GAB Stock Details
GAB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-47,118
Closed
-$339K
–
281
2021
Q4
$339K
Sell
47,118
-12,148
-20%
-$85.2K
0.02%
473
2021
Q3
$394K
Buy
59,266
+26,735
+82%
+$181K
0.03%
427
2021
Q2
$224K
Buy
32,531
+14,887
+84%
+$104K
0.01%
501
2021
Q1
$125K
Buy
17,644
+406
+2%
+$2.59K
﹤0.01%
1272
2020
Q4
$106K
Sell
17,238
-1,125
-6%
-$6.48K
﹤0.01%
1131
2020
Q3
$91K
Hold
18,363
–
–
﹤0.01%
1002
2020
Q2
$90K
Buy
18,363
+15,466
+534%
+$70.7K
﹤0.01%
998
2020
Q1
$12K
Buy
2,897
+100
+4%
+$551
﹤0.01%
1556
2019
Q4
$17K
Buy
2,797
+67
+2%
+$397
﹤0.01%
1489
2019
Q3
$16K
Buy
+2,730
New
+$16.3K
﹤0.01%
1362
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1-Year Est. Return
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1-Year Est. Return
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$57.6B AUM
8.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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