Sowell Financial Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
1,547
+219
| +16% | +$110K | 0.03% | 489 |
|
|
2025
Q1 | $619K | Buy |
+1,328
| New | +$619K | 0.03% | 531 |
|
|
2021
Q2 | – | Sell |
-205
| Closed | -$68K | – | 1822 |
|
|
2021
Q1 | $68K | Sell |
205
-9
| -4% | -$2.99K | ﹤0.01% | 1526 |
|
|
2020
Q4 | $62K | Sell |
214
-138
| -39% | -$40K | ﹤0.01% | 1318 |
|
|
2020
Q3 | $102K | Sell |
352
-187
| -35% | -$54.2K | 0.01% | 965 |
|
|
2020
Q2 | $148K | Buy |
539
+450
| +506% | +$124K | 0.01% | 839 |
|
|
2020
Q1 | $19K | Buy |
89
+17
| +24% | +$3.63K | ﹤0.01% | 1414 |
|
|
2019
Q4 | $17K | Buy |
72
+4
| +6% | +$944 | ﹤0.01% | 1491 |
|
|
2019
Q3 | $14K | Buy |
+68
| New | +$14K | ﹤0.01% | 1414 |
|
|
2018
Q4 | – | Sell |
-3,694
| Closed | -$618K | – | 500 |
|
|
2018
Q3 | $618K | Sell |
3,694
-1
| -0% | -$167 | 0.09% | 170 |
|
|
2018
Q2 | $626K | Sell |
3,695
-1,832
| -33% | -$310K | 0.13% | 145 |
|
|
2018
Q1 | $899K | Buy |
5,527
+1,924
| +53% | +$313K | 0.22% | 101 |
|
|
2017
Q4 | $568K | Hold |
3,603
| – | – | 0.14% | 145 |
|
|
2017
Q3 | $517K | Sell |
3,603
-2
| -0.1% | -$287 | 0.13% | 141 |
|
|
2017
Q2 | $460K | Buy |
3,605
+37
| +1% | +$4.72K | 0.13% | 144 |
|
|
2017
Q1 | $410K | Buy |
+3,568
| New | +$410K | 0.12% | 158 |
|