SFS
GTM

Sowell Financial Services’s ZoomInfo Technologies GTM Stock Holding History

Sowell Financial Services’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,691
Closed -$604K – 589
2023
Q4 		$604K Buy
32,691
+19,797
+154% +$310K 0.03% 411
2023
Q3 		$211K Buy
+12,894
New +$264K 0.01% 499
2020
Q3 		– Sell
-200
Closed -$10K – 2748
2020
Q2 		$10K Buy
+200
New +$9.56K ﹤0.01% 1712

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