SFS
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Sowell Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Sowell Financial Services’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-75,973
Closed -$2.69M – 523
2021
Q2 		$2.69M Buy
75,973
+2,652
+4% +$94.6K 0.18% 143
2021
Q1 		$2.66M Buy
73,321
+10,163
+16% +$329K 0.09% 197
2020
Q4 		$1.92M Buy
63,158
+23,990
+61% +$710K 0.08% 215
2020
Q3 		$1.09M Buy
39,168
+16,343
+72% +$479K 0.05% 277
2020
Q2 		$648K Buy
22,825
+21,348
+1,445% +$579K 0.04% 381
2020
Q1 		$36K Buy
1,477
+537
+57% +$14.5K ﹤0.01% 1160
2019
Q4 		$27K Buy
940
+191
+26% +$5.49K ﹤0.01% 1327
2019
Q3 		$20K Buy
+749
New +$20.9K ﹤0.01% 1279

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