SFS
Sowell Financial Services’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
33,909
+1,039
| +3% | +$584K | 0.78% | 19 |
|
|
2025
Q1 | $18M | Sell |
32,870
-1,486
| -4% | -$814K | 0.82% | 17 |
|
|
2024
Q4 | $18.1M | Buy |
34,356
+18,841
| +121% | +$9.92M | 0.95% | 15 |
|
|
2024
Q3 | $7.66M | Sell |
15,515
-1,077
| -6% | -$532K | 0.36% | 66 |
|
|
2024
Q2 | $7.32M | Sell |
16,592
-60
| -0.4% | -$26.5K | 0.35% | 66 |
|
|
2024
Q1 | $8.02M | Sell |
16,652
-2,327
| -12% | -$1.12M | 0.38% | 64 |
|
|
2023
Q4 | $8.1M | Buy |
18,979
+653
| +4% | +$279K | 0.44% | 54 |
|
|
2023
Q3 | $7.26M | Buy |
18,326
+1,621
| +10% | +$642K | 0.46% | 49 |
|
|
2023
Q2 | $6.57M | Buy |
16,705
+788
| +5% | +$310K | 0.37% | 64 |
|
|
2023
Q1 | $5.78M | Sell |
15,917
-1,323
| -8% | -$481K | 0.45% | 43 |
|
|
2022
Q4 | $6M | Buy |
17,240
+286
| +2% | +$99.5K | 0.39% | 58 |
|
|
2022
Q3 | $4.82M | Sell |
16,954
-546
| -3% | -$155K | 0.49% | 48 |
|
|
2022
Q2 | $5.52M | Buy |
+17,500
| New | +$5.52M | 0.51% | 43 |
|
|
2022
Q1 | – | Sell |
-17,552
| Closed | -$6.31M | – | 367 |
|
|
2021
Q4 | $6.31M | Buy |
17,552
+1,875
| +12% | +$674K | 0.36% | 61 |
|
|
2021
Q3 | $5.45M | Sell |
15,677
-159
| -1% | -$55.3K | 0.37% | 62 |
|
|
2021
Q2 | $5.78M | Sell |
15,836
-3,606
| -19% | -$1.32M | 0.38% | 65 |
|
|
2021
Q1 | $7.3M | Buy |
19,442
+545
| +3% | +$205K | 0.25% | 88 |
|
|
2020
Q4 | $6.75M | Sell |
18,897
-674
| -3% | -$241K | 0.29% | 74 |
|
|
2020
Q3 | $6.62M | Buy |
19,571
+227
| +1% | +$76.8K | 0.33% | 68 |
|
|
2020
Q2 | $5.72M | Sell |
19,344
-6,852
| -26% | -$2.03M | 0.31% | 73 |
|
|
2020
Q1 | $6.33M | Buy |
26,196
+3,513
| +15% | +$849K | 0.47% | 45 |
|
|
2019
Q4 | $6.77M | Buy |
22,683
+2,550
| +13% | +$761K | 0.52% | 34 |
|
|
2019
Q3 | $5.47M | Buy |
+20,133
| New | +$5.47M | 0.45% | 49 |
|
|
2019
Q1 | $3.44M | Buy |
14,611
+2,869
| +24% | +$675K | 0.38% | 55 |
|
|
2018
Q4 | $2.22M | Buy |
11,742
+10,804
| +1,152% | +$2.04M | 0.31% | 71 |
|
|
2018
Q3 | $209K | Buy |
+938
| New | +$209K | 0.03% | 324 |
|
|
2017
Q1 | – | Sell |
-682
| Closed | -$75K | – | 441 |
|
|
2016
Q4 | $75K | Buy |
+682
| New | +$75K | 0.03% | 294 |
|