Sowell Financial Services’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,328
| Closed | -$377K | – | 1029 |
|
|
2024
Q4 | $377K | Buy |
15,328
+302
| +2% | +$7.42K | 0.02% | 440 |
|
|
2024
Q3 | $402K | Buy |
15,026
+1,843
| +14% | +$49.3K | 0.02% | 469 |
|
|
2024
Q2 | $381K | Buy |
13,183
+214
| +2% | +$6.19K | 0.02% | 468 |
|
|
2024
Q1 | $421K | Buy |
+12,969
| New | +$421K | 0.02% | 475 |
|
|
2023
Q3 | – | Sell |
-15,340
| Closed | -$537K | – | 570 |
|
|
2023
Q2 | $537K | Buy |
15,340
+10,934
| +248% | +$383K | 0.03% | 443 |
|
|
2023
Q1 | $202K | Sell |
4,406
-22,005
| -83% | -$1.01M | 0.02% | 689 |
|
|
2022
Q4 | $1.16M | Buy |
+26,411
| New | +$1.16M | 0.08% | 293 |
|
|
2021
Q2 | – | Sell |
-172
| Closed | -$6K | – | 1885 |
|
|
2021
Q1 | $6K | Sell |
172
-1
| -0.6% | -$35 | ﹤0.01% | 2536 |
|
|
2020
Q4 | $4K | Sell |
173
-23
| -12% | -$532 | ﹤0.01% | 2339 |
|
|
2020
Q3 | $4K | Buy |
196
+114
| +139% | +$2.33K | ﹤0.01% | 2062 |
|
|
2020
Q2 | $1K | Buy |
82
+23
| +39% | +$280 | ﹤0.01% | 2337 |
|
|
2020
Q1 | $1K | Hold |
59
| – | – | ﹤0.01% | 2282 |
|
|
2019
Q4 | $1K | Sell |
59
-1
| -2% | -$17 | ﹤0.01% | 2377 |
|
|
2019
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 2270 |
|
|
2019
Q1 | $345K | Buy |
12,618
+1,219
| +11% | +$33.3K | 0.04% | 423 |
|
|
2018
Q4 | $333K | Buy |
11,399
+784
| +7% | +$22.9K | 0.05% | 363 |
|
|
2018
Q3 | $345K | Buy |
+10,615
| New | +$345K | 0.05% | 251 |
|