Sowell Financial Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
550
-41
| -7% | -$23.7K | 0.01% | 760 |
|
|
2025
Q1 | $334K | Buy |
+591
| New | +$334K | 0.02% | 716 |
|
|
2021
Q2 | – | Sell |
-632
| Closed | -$301K | – | 1899 |
|
|
2021
Q1 | $301K | Buy |
632
+25
| +4% | +$11.9K | 0.01% | 846 |
|
|
2020
Q4 | $271K | Sell |
607
-271
| -31% | -$121K | 0.01% | 738 |
|
|
2020
Q3 | $313K | Sell |
878
-313
| -26% | -$112K | 0.02% | 602 |
|
|
2020
Q2 | $397K | Sell |
1,191
-2,725
| -70% | -$908K | 0.02% | 517 |
|
|
2020
Q1 | $1.13M | Sell |
3,916
-1,713
| -30% | -$495K | 0.08% | 236 |
|
|
2019
Q4 | $1.45M | Buy |
5,629
+112
| +2% | +$28.9K | 0.11% | 197 |
|
|
2019
Q3 | $1.2M | Buy |
+5,517
| New | +$1.2M | 0.1% | 215 |
|
|
2019
Q1 | $486K | Buy |
2,444
+178
| +8% | +$35.4K | 0.05% | 330 |
|
|
2018
Q4 | $334K | Buy |
2,266
+24
| +1% | +$3.54K | 0.05% | 361 |
|
|
2018
Q3 | $398K | Buy |
+2,242
| New | +$398K | 0.06% | 233 |
|