Sowell Financial Services’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,521
| Closed | -$301K | – | 1066 |
|
|
2025
Q1 | $301K | Buy |
+19,521
| New | +$301K | 0.01% | 762 |
|
|
2022
Q4 | – | Sell |
-20,924
| Closed | -$254K | – | 533 |
|
|
2022
Q3 | $254K | Sell |
20,924
-20,429
| -49% | -$248K | 0.03% | 382 |
|
|
2022
Q2 | $551K | Buy |
+41,353
| New | +$551K | 0.05% | 217 |
|
|
2022
Q1 | – | Sell |
-14,748
| Closed | -$234K | – | 300 |
|
|
2021
Q4 | $234K | Buy |
+14,748
| New | +$234K | 0.01% | 494 |
|
|
2021
Q3 | – | Sell |
-13,617
| Closed | -$200K | – | 508 |
|
|
2021
Q2 | $200K | Sell |
13,617
-1,257
| -8% | -$18.5K | 0.01% | 514 |
|
|
2021
Q1 | $243K | Buy |
14,874
+3,001
| +25% | +$49K | 0.01% | 937 |
|
|
2020
Q4 | $141K | Buy |
11,873
+7,804
| +192% | +$92.7K | 0.01% | 1008 |
|
|
2020
Q3 | $38K | Buy |
4,069
+2,188
| +116% | +$20.4K | ﹤0.01% | 1306 |
|
|
2020
Q2 | $18K | Sell |
1,881
-250
| -12% | -$2.39K | ﹤0.01% | 1494 |
|
|
2020
Q1 | $21K | Sell |
2,131
-4,046
| -66% | -$39.9K | ﹤0.01% | 1374 |
|
|
2019
Q4 | $98K | Sell |
6,177
-69
| -1% | -$1.1K | 0.01% | 925 |
|
|
2019
Q3 | $95K | Buy |
+6,246
| New | +$95K | 0.01% | 845 |
|
|
2017
Q1 | – | Sell |
-1,874
| Closed | -$27K | – | 396 |
|
|
2016
Q4 | $27K | Buy |
+1,874
| New | +$27K | 0.01% | 394 |
|