Sowell Financial Services’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
40,491
-749
| -2% | -$41.5K | 0.09% | 228 |
|
|
2025
Q1 | $1.71M | Sell |
41,240
-8,932
| -18% | -$370K | 0.08% | 272 |
|
|
2024
Q4 | $2.22M | Buy |
+50,172
| New | +$2.22M | 0.12% | 196 |
|
|
2021
Q2 | – | Sell |
-40
| Closed | -$1K | – | 1521 |
|
|
2021
Q1 | $1K | Sell |
40
-1,400
| -97% | -$35K | ﹤0.01% | 2953 |
|
|
2020
Q4 | $22K | Hold |
1,440
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q3 | $17K | Hold |
1,440
| – | – | ﹤0.01% | 1628 |
|
|
2020
Q2 | $15K | Sell |
1,440
-660
| -31% | -$6.88K | ﹤0.01% | 1546 |
|
|
2020
Q1 | $23K | Buy |
2,100
+40
| +2% | +$438 | ﹤0.01% | 1343 |
|
|
2019
Q4 | $24K | Buy |
2,060
+352
| +21% | +$4.1K | ﹤0.01% | 1374 |
|
|
2019
Q3 | $23K | Buy |
+1,708
| New | +$23K | ﹤0.01% | 1228 |
|