Sowell Financial Services’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
40,096
+2,147
| +6% | +$46.5K | 0.04% | 454 |
|
|
2025
Q1 | $800K | Buy |
37,949
+20
| +0.1% | +$422 | 0.04% | 455 |
|
|
2024
Q4 | $809K | Sell |
37,929
-180
| -0.5% | -$3.84K | 0.04% | 343 |
|
|
2024
Q3 | $848K | Buy |
38,109
+19
| +0% | +$423 | 0.04% | 367 |
|
|
2024
Q2 | $804K | Buy |
38,090
+159
| +0.4% | +$3.36K | 0.04% | 364 |
|
|
2024
Q1 | $805K | Buy |
37,931
+16
| +0% | +$340 | 0.04% | 388 |
|
|
2023
Q4 | $784K | Sell |
37,915
-84
| -0.2% | -$1.74K | 0.04% | 370 |
|
|
2023
Q3 | $726K | Buy |
37,999
+16
| +0% | +$306 | 0.05% | 351 |
|
|
2023
Q2 | $772K | Sell |
37,983
-713
| -2% | -$14.5K | 0.04% | 397 |
|
|
2023
Q1 | $783K | Sell |
38,696
-156
| -0.4% | -$3.16K | 0.06% | 344 |
|
|
2022
Q4 | $761K | Buy |
38,852
+2,223
| +6% | +$43.5K | 0.05% | 361 |
|
|
2022
Q3 | $703K | Sell |
36,629
-6,479
| -15% | -$124K | 0.07% | 273 |
|
|
2022
Q2 | $937K | Buy |
+43,108
| New | +$937K | 0.09% | 169 |
|
|
2022
Q1 | – | Sell |
-40,227
| Closed | -$1.05M | – | 298 |
|
|
2021
Q4 | $1.05M | Buy |
40,227
+1,089
| +3% | +$28.3K | 0.06% | 324 |
|
|
2021
Q3 | $976K | Buy |
39,138
+20,054
| +105% | +$500K | 0.07% | 298 |
|
|
2021
Q2 | $489K | Buy |
19,084
+1,762
| +10% | +$45.1K | 0.03% | 420 |
|
|
2021
Q1 | $438K | Buy |
17,322
+7,636
| +79% | +$193K | 0.02% | 698 |
|
|
2020
Q4 | $247K | Buy |
+9,686
| New | +$247K | 0.01% | 764 |
|