Sowell Financial Services’s Iron Mountain IRM Stock Holding History

Sowell Financial Services’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$311K	Sell
2025 Q2	$330K	Sell
2025 Q1	$285K	Buy
2021 Q2	–	Sell
2021 Q1	$58K	Buy
2020 Q4	$40K	Buy
2020 Q3	$30K	Sell
2020 Q2	$38K	Buy
2020 Q1	$26K	Sell
2019 Q4	$106K	Buy
2019 Q3	$6K	Buy