Sowell Financial Services’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Sell |
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|
2025
Q2 | $2.24M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $23K | Buy |
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|
2019
Q4 | $24K | Buy |
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|
2019
Q3 | $23K | Buy |
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