Sowell Financial Services’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
2,049
+320
+19% +$50.4K 0.01% 752
2025
Q1
$305K Buy
+1,729
New +$305K 0.01% 756
2021
Q2
Sell
-7,472
Closed -$1.73M 1601
2021
Q1
$1.73M Buy
7,472
+680
+10% +$157K 0.06% 276
2020
Q4
$1.22M Buy
6,792
+1,736
+34% +$311K 0.05% 285
2020
Q3
$797K Sell
5,056
-1,420
-22% -$224K 0.04% 351
2020
Q2
$919K Sell
6,476
-6,808
-51% -$966K 0.05% 294
2020
Q1
$1.43M Buy
13,284
+10,170
+327% +$1.1M 0.11% 195
2019
Q4
$481K Buy
3,114
+506
+19% +$78.2K 0.04% 462
2019
Q3
$390K Buy
+2,608
New +$390K 0.03% 470