Sowell Financial Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Buy |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $334K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $334K | Buy |
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|
2018
Q3 | $398K | Buy |
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