Sowell Financial Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,441
| Closed | -$2.44M | – | 571 |
|
|
2024
Q3 | $2.44M | Buy |
+33,441
| New | +$2.44M | 0.11% | 205 |
|
|
2021
Q2 | – | Sell |
-3,771
| Closed | -$206K | – | 1935 |
|
|
2021
Q1 | $206K | Sell |
3,771
-60
| -2% | -$3.28K | 0.01% | 1036 |
|
|
2020
Q4 | $170K | Sell |
3,831
-438
| -10% | -$19.4K | 0.01% | 913 |
|
|
2020
Q3 | $175K | Sell |
4,269
-57
| -1% | -$2.34K | 0.01% | 776 |
|
|
2020
Q2 | $172K | Sell |
4,326
-348
| -7% | -$13.8K | 0.01% | 776 |
|
|
2020
Q1 | $148K | Buy |
4,674
+702
| +18% | +$22.2K | 0.01% | 735 |
|
|
2019
Q4 | $142K | Buy |
3,972
+909
| +30% | +$32.5K | 0.01% | 807 |
|
|
2019
Q3 | $101K | Buy |
+3,063
| New | +$101K | 0.01% | 829 |
|
|
2017
Q1 | – | Sell |
-3,003
| Closed | -$71K | – | 465 |
|
|
2016
Q4 | $71K | Buy |
+3,003
| New | +$71K | 0.02% | 306 |
|