SFS
Sowell Financial Services’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
153,836
+15,029
| +11% | +$388K | 0.16% | 130 |
|
|
2025
Q1 | $4.22M | Sell |
138,807
-7,999
| -5% | -$243K | 0.19% | 114 |
|
|
2024
Q4 | $4.51M | Buy |
146,806
+30,232
| +26% | +$928K | 0.24% | 100 |
|
|
2024
Q3 | $4.09M | Sell |
116,574
-1,950
| -2% | -$68.5K | 0.19% | 125 |
|
|
2024
Q2 | $3.82M | Sell |
118,524
-5,637
| -5% | -$182K | 0.18% | 131 |
|
|
2024
Q1 | $4.58M | Buy |
124,161
+3,878
| +3% | +$143K | 0.22% | 115 |
|
|
2023
Q4 | $4.45M | Buy |
120,283
+3,484
| +3% | +$129K | 0.24% | 111 |
|
|
2023
Q3 | $3.93M | Buy |
116,799
+2,657
| +2% | +$89.4K | 0.25% | 109 |
|
|
2023
Q2 | $4.05M | Buy |
114,142
+4,883
| +4% | +$173K | 0.23% | 106 |
|
|
2023
Q1 | $4.23M | Sell |
109,259
-21,969
| -17% | -$850K | 0.33% | 70 |
|
|
2022
Q4 | $5.34M | Buy |
131,228
+5,872
| +5% | +$239K | 0.35% | 68 |
|
|
2022
Q3 | $4.18M | Buy |
125,356
+1,341
| +1% | +$44.7K | 0.42% | 62 |
|
|
2022
Q2 | $4.73M | Buy |
124,015
+103,140
| +494% | +$3.93M | 0.44% | 53 |
|
|
2022
Q1 | $834K | Sell |
20,875
-60,592
| -74% | -$2.42M | 0.15% | 103 |
|
|
2021
Q4 | $2.93M | Sell |
81,467
-36,321
| -31% | -$1.3M | 0.17% | 145 |
|
|
2021
Q3 | $4.34M | Buy |
117,788
+6,520
| +6% | +$240K | 0.29% | 85 |
|
|
2021
Q2 | $4.54M | Sell |
111,268
-52,917
| -32% | -$2.16M | 0.3% | 86 |
|
|
2021
Q1 | $7.08M | Buy |
164,185
+29,715
| +22% | +$1.28M | 0.25% | 90 |
|
|
2020
Q4 | $4.66M | Buy |
134,470
+13,108
| +11% | +$454K | 0.2% | 108 |
|
|
2020
Q3 | $3.64M | Buy |
121,362
+7,717
| +7% | +$231K | 0.18% | 114 |
|
|
2020
Q2 | $3.62M | Buy |
113,645
+8,019
| +8% | +$256K | 0.2% | 111 |
|
|
2020
Q1 | $2.61M | Buy |
105,626
+16,906
| +19% | +$418K | 0.19% | 120 |
|
|
2019
Q4 | $2.85M | Sell |
88,720
-4,463
| -5% | -$143K | 0.22% | 99 |
|
|
2019
Q3 | $2.6M | Buy |
+93,183
| New | +$2.6M | 0.22% | 98 |
|
|
2019
Q1 | $3.12M | Buy |
95,517
+1,158
| +1% | +$37.8K | 0.35% | 65 |
|
|
2018
Q4 | $4.06M | Buy |
94,359
+21,178
| +29% | +$911K | 0.58% | 39 |
|
|
2018
Q3 | $4.03M | Buy |
73,181
+4,649
| +7% | +$256K | 0.59% | 38 |
|
|
2018
Q2 | $4.06M | Buy |
68,532
+16,415
| +31% | +$973K | 0.86% | 28 |
|
|
2018
Q1 | $2.83M | Buy |
52,117
+11,483
| +28% | +$622K | 0.71% | 38 |
|
|
2017
Q4 | $3.22M | Buy |
40,634
+2,991
| +8% | +$237K | 0.79% | 35 |
|
|
2017
Q3 | $2.93M | Buy |
37,643
+5,045
| +15% | +$392K | 0.76% | 38 |
|
|
2017
Q2 | $2.81M | Buy |
32,598
+3,228
| +11% | +$278K | 0.8% | 37 |
|
|
2017
Q1 | $2.72M | Buy |
29,370
+1,200
| +4% | +$111K | 0.8% | 37 |
|
|
2016
Q4 | $2.57M | Buy |
+28,170
| New | +$2.57M | 0.86% | 31 |
|