SFS
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Sowell Financial Services’s Live Oak Bancshares LOB Stock Holding History

Sowell Financial Services’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,566
Closed -$235K – 1771
2021
Q1 		$235K Buy
3,566
+3,546
+17,730% +$186K 0.01% 963
2020
Q4 		$1K Hold
20
– – ﹤0.01% 2592
2020
Q3 		$1K Buy
+20
New +$389 ﹤0.01% 2394

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