Sowell Financial Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sowell Financial Services’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$448K	Buy	39,862 +29	+0.1%	+$337	0.02%	677
2025 Q4	$463K	Sell	39,833 -9,942	-20%	-$114K	0.02%	669
2025 Q3	$567K	Buy	49,775 +10,049	+25%	+$111K	0.02%	600
2025 Q2	$434K	Sell	39,726 -5,403	-12%	-$58.6K	0.02%	652
2025 Q1	$505K	Buy	45,129 +5,030	+13%	+$57.3K	0.02%	581
2024 Q4	$452K	Buy	+40,099	New	+$466K	0.02%	421
2023 Q4	–	Sell	-50,218	Closed	-$488K	–	565
2023 Q3	$488K	Sell	50,218 -3,415	-6%	-$35.9K	0.03%	399
2023 Q2	$588K	Buy	53,633 +33	+0.1%	+$361	0.03%	432
2023 Q1	$596K	Sell	53,600 -79	-0.1%	-$882	0.05%	402
2022 Q4	$610K	Buy	53,679 +143	+0.3%	+$1.56K	0.04%	400
2022 Q3	$570K	Buy	53,536 +43	+0.1%	+$517	0.06%	299
2022 Q2	$631K	Buy	+53,493	New	+$652K	0.06%	201
2022 Q1	–	Sell	-38,390	Closed	-$599K	–	389
2021 Q4	$599K	Sell	38,390 -6,214	-14%	-$94.6K	0.03%	410
2021 Q3	$680K	Buy	44,604 +35	+0.1%	+$553	0.05%	354
2021 Q2	$702K	Buy	44,569 +12	+0%	+$183	0.05%	369
2021 Q1	$675K	Buy	44,557 +41,341	+1,285%	+$612K	0.02%	538
2020 Q4	$49K	Buy	3,216 +202	+7%	+$2.94K	﹤0.01%	1412
2020 Q3	$43K	Buy	3,014 +36	+1%	+$517	﹤0.01%	1270
2020 Q2	$41K	Buy	2,978 +36	+1%	+$487	﹤0.01%	1223
2020 Q1	$40K	Sell	2,942 -5,055	-63%	-$71.9K	﹤0.01%	1131
2019 Q4	$115K	Sell	7,997 -32,912	-80%	-$467K	0.01%	874
2019 Q3	$585K	Buy	+40,909	New	+$580K	0.05%	366
2019 Q1	$544K	Buy	40,732 +4,700	+13%	+$61.1K	0.06%	306
2018 Q4	$444K	Buy	36,032 +17,709	+97%	+$217K	0.06%	297
2018 Q3	$232K	Buy	18,323 +11	+0.1%	+$142	0.03%	306
2018 Q2	$238K	Buy	18,312 +35	+0.2%	+$452	0.05%	248
2018 Q1	$235K	Buy	18,277 +47	+0.3%	+$620	0.06%	237
2017 Q4	$246K	Buy	+18,230	New	+$250K	0.06%	226
2017 Q1	–	Sell	-2,520	Closed	-$33K	–	465
2016 Q4	$33K	Buy	+2,520	New	+$34.1K	0.01%	378