Sowell Financial Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
1,891
+48
| +3% | +$19.4K | 0.03% | 494 |
|
|
2025
Q1 | $774K | Buy |
+1,843
| New | +$774K | 0.04% | 463 |
|
|
2021
Q2 | – | Sell |
-1,957
| Closed | -$453K | – | 1611 |
|
|
2021
Q1 | $453K | Sell |
1,957
-124
| -6% | -$28.7K | 0.02% | 685 |
|
|
2020
Q4 | $333K | Buy |
2,081
+293
| +16% | +$46.9K | 0.01% | 654 |
|
|
2020
Q3 | $223K | Sell |
1,788
-6
| -0.3% | -$748 | 0.01% | 695 |
|
|
2020
Q2 | $218K | Buy |
1,794
+638
| +55% | +$77.5K | 0.01% | 689 |
|
|
2020
Q1 | $115K | Buy |
1,156
+181
| +19% | +$18K | 0.01% | 799 |
|
|
2019
Q4 | $150K | Sell |
975
-21
| -2% | -$3.23K | 0.01% | 798 |
|
|
2019
Q3 | $142K | Buy |
+996
| New | +$142K | 0.01% | 735 |
|