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SFS
MORN icon

Sowell Financial Services’s Morningstar MORN Stock Holding History

Sowell Financial Services’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-928
Closed -$242K – 1883
2021
Q1
$242K Buy
928
+828
+828% +$194K 0.01% 942
2020
Q4
$23K Hold
100
– – ﹤0.01% 1677
2020
Q3
$16K Hold
100
– – ﹤0.01% 1656
2020
Q2
$14K Hold
100
– – ﹤0.01% 1578
2020
Q1
$12K Hold
100
– – ﹤0.01% 1560
2019
Q4
$15K Sell
100
-48
-32% -$7.37K ﹤0.01% 1545
2019
Q3
$22K Buy
+148
New +$22.8K ﹤0.01% 1246

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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