SFS
Sowell Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
40,166
-419
| -1% | -$124K | 0.48% | 35 |
|
|
2025
Q1 | $10.1M | Buy |
40,585
+8,859
| +28% | +$2.2M | 0.46% | 41 |
|
|
2024
Q4 | $6.97M | Buy |
31,726
+641
| +2% | +$141K | 0.37% | 57 |
|
|
2024
Q3 | $6.87M | Sell |
31,085
-623
| -2% | -$138K | 0.32% | 74 |
|
|
2024
Q2 | $5.48M | Sell |
31,708
-308
| -1% | -$53.3K | 0.26% | 90 |
|
|
2024
Q1 | $6.11M | Buy |
32,016
+105
| +0.3% | +$20.1K | 0.29% | 87 |
|
|
2023
Q4 | $5.22M | Sell |
31,911
-3,218
| -9% | -$526K | 0.28% | 89 |
|
|
2023
Q3 | $4.93M | Buy |
35,129
+752
| +2% | +$106K | 0.31% | 84 |
|
|
2023
Q2 | $4.6M | Buy |
34,377
+7,800
| +29% | +$1.04M | 0.26% | 99 |
|
|
2023
Q1 | $3.48M | Sell |
26,577
-6,193
| -19% | -$812K | 0.27% | 89 |
|
|
2022
Q4 | $4.62M | Buy |
32,770
+14,455
| +79% | +$2.04M | 0.3% | 84 |
|
|
2022
Q3 | $2.18M | Buy |
18,315
+442
| +2% | +$52.5K | 0.22% | 126 |
|
|
2022
Q2 | $2.52M | Buy |
+17,873
| New | +$2.52M | 0.23% | 89 |
|
|
2022
Q1 | – | Sell |
-14,417
| Closed | -$1.93M | – | 311 |
|
|
2021
Q4 | $1.93M | Buy |
14,417
+958
| +7% | +$128K | 0.11% | 204 |
|
|
2021
Q3 | $1.87M | Buy |
13,459
+391
| +3% | +$54.3K | 0.13% | 188 |
|
|
2021
Q2 | $1.92M | Sell |
13,068
-1,771
| -12% | -$260K | 0.13% | 196 |
|
|
2021
Q1 | $2.2M | Sell |
14,839
-1,825
| -11% | -$271K | 0.08% | 226 |
|
|
2020
Q4 | $2.1M | Sell |
16,664
-892
| -5% | -$112K | 0.09% | 199 |
|
|
2020
Q3 | $2.14M | Buy |
17,556
+405
| +2% | +$49.3K | 0.11% | 173 |
|
|
2020
Q2 | $2.07M | Buy |
17,151
+2,280
| +15% | +$275K | 0.11% | 169 |
|
|
2020
Q1 | $1.65M | Buy |
14,871
+1,475
| +11% | +$164K | 0.12% | 181 |
|
|
2019
Q4 | $1.8M | Sell |
13,396
-2,253
| -14% | -$302K | 0.14% | 166 |
|
|
2019
Q3 | $2.28M | Buy |
+15,649
| New | +$2.28M | 0.19% | 113 |
|
|
2019
Q1 | $1.78M | Buy |
12,634
+1,868
| +17% | +$264K | 0.2% | 114 |
|
|
2018
Q4 | $1.22M | Sell |
10,766
-3,208
| -23% | -$365K | 0.17% | 127 |
|
|
2018
Q3 | $2.11M | Sell |
13,974
-354
| -2% | -$53.5K | 0.31% | 64 |
|
|
2018
Q2 | $2.05M | Buy |
14,328
+2,153
| +18% | +$307K | 0.43% | 62 |
|
|
2018
Q1 | $1.73M | Sell |
12,175
-1,348
| -10% | -$192K | 0.43% | 58 |
|
|
2017
Q4 | $2.29M | Buy |
13,523
+931
| +7% | +$157K | 0.56% | 51 |
|
|
2017
Q3 | $1.94M | Buy |
12,592
+2,780
| +28% | +$428K | 0.51% | 53 |
|
|
2017
Q2 | $1.39M | Buy |
9,812
+2,580
| +36% | +$367K | 0.4% | 61 |
|
|
2017
Q1 | $1.1M | Buy |
7,232
+461
| +7% | +$70.3K | 0.33% | 72 |
|
|
2016
Q4 | $1.22M | Buy |
+6,771
| New | +$1.22M | 0.41% | 66 |
|