SFS
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Sowell Financial Services’s Nasdaq NDAQ Stock Holding History

Sowell Financial Services’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33,441
Closed -$2.44M – 571
2024
Q3 		$2.44M Buy
+33,441
New +$2.28M 0.11% 205
2021
Q2 		– Sell
-3,771
Closed -$206K – 1934
2021
Q1 		$206K Sell
3,771
-60
-2% -$2.85K 0.01% 1036
2020
Q4 		$170K Sell
3,831
-438
-10% -$18.5K 0.01% 913
2020
Q3 		$175K Sell
4,269
-57
-1% -$2.43K 0.01% 776
2020
Q2 		$172K Sell
4,326
-348
-7% -$13K 0.01% 776
2020
Q1 		$148K Buy
4,674
+702
+18% +$24.9K 0.01% 735
2019
Q4 		$142K Buy
3,972
+909
+30% +$31K 0.01% 807
2019
Q3 		$101K Buy
+3,063
New +$102K 0.01% 829
2017
Q1 		– Sell
-3,003
Closed -$71K – 464
2016
Q4 		$71K Buy
+3,003
New +$66.2K 0.02% 306

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