Sowell Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
1,930
+534
| +38% | +$421K | 0.06% | 321 |
|
|
2025
Q1 | $857K | Buy |
+1,396
| New | +$857K | 0.04% | 430 |
|
|
2023
Q2 | – | Sell |
-1,408
| Closed | -$628K | – | 679 |
|
|
2023
Q1 | $628K | Buy |
+1,408
| New | +$628K | 0.05% | 394 |
|
|
2021
Q2 | – | Sell |
-1,763
| Closed | -$695K | – | 1586 |
|
|
2021
Q1 | $695K | Buy |
1,763
+39
| +2% | +$15.4K | 0.02% | 528 |
|
|
2020
Q4 | $655K | Sell |
1,724
-208
| -11% | -$79K | 0.03% | 443 |
|
|
2020
Q3 | $630K | Buy |
1,932
+373
| +24% | +$122K | 0.03% | 410 |
|
|
2020
Q2 | $462K | Buy |
1,559
+931
| +148% | +$276K | 0.03% | 480 |
|
|
2020
Q1 | $144K | Sell |
628
-63
| -9% | -$14.4K | 0.01% | 747 |
|
|
2019
Q4 | $181K | Sell |
691
-3,993
| -85% | -$1.05M | 0.01% | 746 |
|
|
2019
Q3 | $1.25M | Buy |
+4,684
| New | +$1.25M | 0.1% | 210 |
|
|
2019
Q1 | $1.21M | Buy |
4,634
+495
| +12% | +$129K | 0.14% | 169 |
|
|
2018
Q4 | $815K | Sell |
4,139
-2,470
| -37% | -$486K | 0.12% | 191 |
|
|
2018
Q3 | $1.5M | Buy |
6,609
+15
| +0.2% | +$3.41K | 0.22% | 84 |
|
|
2018
Q2 | $1.38M | Sell |
6,594
-149
| -2% | -$31.2K | 0.29% | 76 |
|
|
2018
Q1 | $1.25M | Sell |
6,743
-1,803
| -21% | -$335K | 0.31% | 75 |
|
|
2017
Q4 | $1.41M | Buy |
8,546
+4,723
| +124% | +$776K | 0.34% | 69 |
|
|
2017
Q3 | $579K | Buy |
3,823
+14
| +0.4% | +$2.12K | 0.15% | 125 |
|
|
2017
Q2 | $519K | Buy |
3,809
+18
| +0.5% | +$2.45K | 0.15% | 130 |
|
|
2017
Q1 | $523K | Buy |
3,791
+3,724
| +5,558% | +$514K | 0.15% | 142 |
|
|
2016
Q4 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 499 |
|