Sowell Financial Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
38,830
-1,192
| -3% | -$181K | 0.24% | 92 |
|
|
2025
Q1 | $5.88M | Sell |
40,022
-414
| -1% | -$60.8K | 0.27% | 80 |
|
|
2024
Q4 | $5.22M | Sell |
40,436
-1,184
| -3% | -$153K | 0.27% | 85 |
|
|
2024
Q3 | $5.69M | Sell |
41,620
-2,030
| -5% | -$277K | 0.26% | 95 |
|
|
2024
Q2 | $4.46M | Sell |
43,650
-13,555
| -24% | -$1.39M | 0.21% | 118 |
|
|
2024
Q1 | $5.07M | Buy |
57,205
+7,765
| +16% | +$689K | 0.24% | 106 |
|
|
2023
Q4 | $4.52M | Buy |
49,440
+376
| +0.8% | +$34.4K | 0.24% | 110 |
|
|
2023
Q3 | $3.84M | Buy |
49,064
+1,946
| +4% | +$152K | 0.24% | 110 |
|
|
2023
Q2 | $3.94M | Buy |
47,118
+10,657
| +29% | +$892K | 0.22% | 108 |
|
|
2023
Q1 | $3.2M | Sell |
36,461
-6,674
| -15% | -$586K | 0.25% | 96 |
|
|
2022
Q4 | $4.33M | Buy |
43,135
+4,587
| +12% | +$460K | 0.28% | 90 |
|
|
2022
Q3 | $3.56M | Buy |
38,548
+1,700
| +5% | +$157K | 0.36% | 81 |
|
|
2022
Q2 | $3.99M | Buy |
+36,848
| New | +$3.99M | 0.37% | 66 |
|
|
2022
Q1 | – | Sell |
-19,705
| Closed | -$2.93M | – | 376 |
|
|
2021
Q4 | $2.93M | Sell |
19,705
-7,410
| -27% | -$1.1M | 0.17% | 144 |
|
|
2021
Q3 | $3.98M | Sell |
27,115
-644
| -2% | -$94.5K | 0.27% | 94 |
|
|
2021
Q2 | $4.61M | Sell |
27,759
-22,240
| -44% | -$3.69M | 0.31% | 84 |
|
|
2021
Q1 | $8.46M | Buy |
49,999
+10,852
| +28% | +$1.84M | 0.29% | 75 |
|
|
2020
Q4 | $5.72M | Sell |
39,147
-278
| -0.7% | -$40.6K | 0.24% | 85 |
|
|
2020
Q3 | $5.28M | Buy |
39,425
+3,020
| +8% | +$404K | 0.26% | 86 |
|
|
2020
Q2 | $4.75M | Buy |
36,405
+11,996
| +49% | +$1.56M | 0.26% | 89 |
|
|
2020
Q1 | $2.79M | Buy |
24,409
+6,839
| +39% | +$781K | 0.21% | 116 |
|
|
2019
Q4 | $2.59M | Buy |
17,570
+2,034
| +13% | +$300K | 0.2% | 113 |
|
|
2019
Q3 | $2.14M | Buy |
+15,536
| New | +$2.14M | 0.18% | 116 |
|
|
2019
Q1 | $1.32M | Buy |
7,590
+60
| +0.8% | +$10.4K | 0.15% | 156 |
|
|
2018
Q4 | $1.2M | Buy |
7,530
+5
| +0.1% | +$797 | 0.17% | 131 |
|
|
2018
Q3 | $1.33M | Buy |
7,525
+189
| +3% | +$33.3K | 0.19% | 96 |
|
|
2018
Q2 | $1.23M | Buy |
7,336
+4,846
| +195% | +$810K | 0.26% | 90 |
|
|
2018
Q1 | $405K | Buy |
2,490
+63
| +3% | +$10.2K | 0.1% | 177 |
|
|
2017
Q4 | $499K | Sell |
2,427
-2,335
| -49% | -$480K | 0.12% | 158 |
|
|
2017
Q3 | $917K | Buy |
4,762
+785
| +20% | +$151K | 0.24% | 93 |
|
|
2017
Q2 | $686K | Buy |
3,977
+123
| +3% | +$21.2K | 0.19% | 107 |
|
|
2017
Q1 | $636K | Buy |
3,854
+231
| +6% | +$38.1K | 0.19% | 123 |
|
|
2016
Q4 | $550K | Buy |
+3,623
| New | +$550K | 0.18% | 112 |
|