Sowell Financial Services’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,060	Closed	-$612K	–	562
2023 Q3	$612K	Buy	15,060 +1,057	+8%	+$43.1K	0.04%	373
2023 Q2	$561K	Buy	+14,003	New	+$556K	0.03%	439
2023 Q1	–	Sell	-16,522	Closed	-$610K	–	809
2022 Q4	$610K	Buy	+16,522	New	+$604K	0.04%	399
2021 Q2	–	Sell	-15,215	Closed	-$633K	–	1804
2021 Q1	$633K	Buy	15,215 +4,916	+48%	+$173K	0.02%	556
2020 Q4	$332K	Buy	10,299 +8,728	+556%	+$268K	0.01%	657
2020 Q3	$46K	Buy	1,571 +9	+0.6%	+$276	﹤0.01%	1248
2020 Q2	$49K	Buy	1,562 +9	+0.6%	+$254	﹤0.01%	1165
2020 Q1	$32K	Buy	1,553 +7	+0.5%	+$262	﹤0.01%	1216
2019 Q4	$67K	Sell	1,546 -992	-39%	-$42.4K	0.01%	1047
2019 Q3	$110K	Buy	+2,538	New	+$108K	0.01%	798