Sowell Financial Services’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $246K | Sell |
2,962
-306
| -9% | -$25.5K | 0.01% | 873 |
|
2025
Q1 | $262K | Buy |
+3,268
| New | +$262K | 0.01% | 824 |
|
2021
Q2 | – | Sell |
-8,131
| Closed | -$403K | – | 1602 |
|
2021
Q1 | $403K | Sell |
8,131
-1,033
| -11% | -$51.2K | 0.01% | 725 |
|
2020
Q4 | $418K | Sell |
9,164
-90
| -1% | -$4.11K | 0.02% | 572 |
|
2020
Q3 | $329K | Buy |
9,254
+1,219
| +15% | +$43.3K | 0.02% | 583 |
|
2020
Q2 | $226K | Buy |
8,035
+4,338
| +117% | +$122K | 0.01% | 677 |
|
2020
Q1 | $92K | Buy |
3,697
+3,655
| +8,702% | +$91K | 0.01% | 872 |
|
2019
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 2205 |
|
2019
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2255 |
|