SFS
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Sowell Financial Services’s KBR KBR Stock Holding History

Sowell Financial Services’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,296
Closed -$542K – 1107
2025
Q2 		$542K Buy
11,296
+888
+9% +$46.1K 0.02% 590
2025
Q1 		$518K Buy
+10,408
New +$555K 0.02% 575
2021
Q2 		– Sell
-4,530
Closed -$183K – 1694
2021
Q1 		$183K Buy
4,530
+1,043
+30% +$33.3K 0.01% 1100
2020
Q4 		$108K Hold
3,487
– – ﹤0.01% 1123
2020
Q3 		$78K Buy
3,487
+967
+38% +$22.4K ﹤0.01% 1065
2020
Q2 		$57K Hold
2,520
– – ﹤0.01% 1133
2020
Q1 		$52K Buy
+2,520
New +$65.1K ﹤0.01% 1046

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Invesco
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State Street
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PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Franklin Resources
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Dimensional Fund Advisors
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SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return