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SFS
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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1-Year Est. Return
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Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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