Sowell Financial Services’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
8,968
-8
| -0.1% | -$513 | 0.02% | 573 |
|
|
2025
Q1 | $520K | Buy |
+8,976
| New | +$520K | 0.02% | 574 |
|
|
2021
Q2 | – | Sell |
-137
| Closed | -$6K | – | 1785 |
|
|
2021
Q1 | $6K | Hold |
137
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q4 | $5K | Hold |
137
| – | – | ﹤0.01% | 2280 |
|
|
2020
Q3 | $5K | Hold |
137
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q2 | $4K | Hold |
137
| – | – | ﹤0.01% | 1973 |
|
|
2020
Q1 | $4K | Buy |
137
+13
| +10% | +$380 | ﹤0.01% | 1910 |
|
|
2019
Q4 | $4K | Hold |
124
| – | – | ﹤0.01% | 1983 |
|
|
2019
Q3 | $4K | Buy |
+124
| New | +$4K | ﹤0.01% | 1850 |
|