Sowell Financial Services’s New Gold Inc NGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-100,000
| Closed | -$871K | – | 1168 |
|
|
2025
Q4 | $871K | Hold |
100,000
| – | – | 0.03% | 464 |
|
|
2025
Q3 | $718K | Hold |
100,000
| – | – | 0.03% | 526 |
|
|
2025
Q2 | $495K | Hold |
100,000
| – | – | 0.02% | 611 |
|
|
2025
Q1 | $371K | Hold |
100,000
| – | – | 0.02% | 678 |
|
|
2024
Q4 | $248K | Hold |
100,000
| – | – | 0.01% | 486 |
|
|
2024
Q3 | $288K | Buy |
+100,000
| New | +$247K | 0.01% | 499 |
|
|
2023
Q2 | – | Sell |
-50,000
| Closed | -$55K | – | 733 |
|
|
2023
Q1 | $55K | Buy |
+50,000
| New | +$51K | ﹤0.01% | 743 |
|
|
2021
Q2 | – | Sell |
-902
| Closed | -$2K | – | 1945 |
|
|
2021
Q1 | $2K | Hold |
902
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q4 | $2K | Hold |
902
| – | – | ﹤0.01% | 2485 |
|
|
2020
Q3 | $2K | Hold |
902
| – | – | ﹤0.01% | 2242 |
|
|
2020
Q2 | $1K | Hold |
902
| – | – | ﹤0.01% | 2343 |
|
|
2020
Q1 | $0 | Hold |
902
| – | – | ﹤0.01% | 2599 |
|
|
2019
Q4 | $1K | Hold |
902
| – | – | ﹤0.01% | 2385 |
|
|
2019
Q3 | $1K | Buy |
+902
| New | +$1.1K | ﹤0.01% | 2277 |
|
|
2017
Q1 | – | Sell |
-3,101
| Closed | -$10K | – | 465 |
|
|
2016
Q4 | $10K | Buy |
+3,101
| New | +$11.8K | ﹤0.01% | 482 |
|
Other funds holding NGD
Sowell Financial Services's NGD Position: Q1 2026 in Review
Sowell Financial Services sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 100,000 shares — an estimated $871K sold.
Sowell Financial Services first reported a position in NGD in Q4 2016 and held it in 15 quarters. The position peaked at $871K in Q4 2025. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.
- Sowell Financial Services reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
- Sowell Financial Services sold 100,000 New Gold Inc shares in Q1 2026, an estimated $871K.
- Sowell Financial Services first reported a position in New Gold Inc in Q4 2016 and held it in 15 quarters.
- Sowell Financial Services's New Gold Inc position peaked at $871K in Q4 2025.
- 2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.
Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.