Sowell Financial Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-252,300
| Closed | -$2.01M | – | 1070 |
|
|
2025
Q1 | $2.01M | Sell |
252,300
-61,612
| -20% | -$490K | 0.09% | 238 |
|
|
2024
Q4 | $2.47M | Buy |
313,912
+3,534
| +1% | +$27.8K | 0.13% | 176 |
|
|
2024
Q3 | $2.53M | Sell |
310,378
-18,429
| -6% | -$150K | 0.12% | 195 |
|
|
2024
Q2 | $2.48M | Sell |
328,807
-1,293
| -0.4% | -$9.74K | 0.12% | 179 |
|
|
2024
Q1 | $2.39M | Buy |
330,100
+78,533
| +31% | +$568K | 0.11% | 190 |
|
|
2023
Q4 | $1.7M | Buy |
+251,567
| New | +$1.7M | 0.09% | 238 |
|
|
2021
Q2 | – | Sell |
-5,588
| Closed | -$55K | – | 1679 |
|
|
2021
Q1 | $55K | Buy |
5,588
+4,627
| +481% | +$45.5K | ﹤0.01% | 1615 |
|
|
2020
Q4 | $9K | Sell |
961
-907
| -49% | -$8.49K | ﹤0.01% | 2065 |
|
|
2020
Q3 | $16K | Buy |
1,868
+15
| +0.8% | +$128 | ﹤0.01% | 1653 |
|
|
2020
Q2 | $15K | Buy |
1,853
+314
| +20% | +$2.54K | ﹤0.01% | 1550 |
|
|
2020
Q1 | $11K | Sell |
1,539
-7,799
| -84% | -$55.7K | ﹤0.01% | 1581 |
|
|
2019
Q4 | $98K | Sell |
9,338
-214
| -2% | -$2.25K | 0.01% | 926 |
|
|
2019
Q3 | $96K | Buy |
+9,552
| New | +$96K | 0.01% | 842 |
|