SFS
M icon

Sowell Financial Services’s Macy's M Stock Holding History

Sowell Financial Services’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,908
Closed -$241K – 567
2023
Q2 		$241K Buy
+14,908
New +$238K 0.01% 534
2021
Q3 		– Sell
-12,715
Closed -$241K – 526
2021
Q2 		$241K Buy
12,715
+11,450
+905% +$203K 0.02% 492
2021
Q1 		$22K Buy
1,265
+900
+247% +$13.7K ﹤0.01% 2023
2020
Q4 		$4K Hold
365
– – ﹤0.01% 2334
2020
Q3 		$2K Buy
365
+100
+38% +$667 ﹤0.01% 2234
2020
Q2 		$2K Sell
265
-420
-61% -$2.59K ﹤0.01% 2178
2020
Q1 		$3K Buy
685
+440
+180% +$5.96K ﹤0.01% 1991
2019
Q4 		$4K Sell
245
-963
-80% -$15.1K ﹤0.01% 1984
2019
Q3 		$19K Buy
+1,208
New +$22.4K ﹤0.01% 1298
2019
Q1 		– Sell
-18,027
Closed -$537K – 583
2018
Q4 		$537K Buy
18,027
+3,742
+26% +$123K 0.08% 258
2018
Q3 		$496K Buy
+14,285
New +$532K 0.07% 198

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AL
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