SFS
Sowell Financial Services’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.5M | Buy |
414,471
+23,951
| +6% | +$3.78M | 2.67% | 3 |
|
|
2025
Q1 | $42.3M | Sell |
390,520
-63,586
| -14% | -$6.89M | 1.93% | 6 |
|
|
2024
Q4 | $61M | Buy |
454,106
+26,025
| +6% | +$3.49M | 3.21% | 3 |
|
|
2024
Q3 | $52M | Sell |
428,081
-73,387
| -15% | -$8.91M | 2.42% | 6 |
|
|
2024
Q2 | $62M | Buy |
501,468
+450,820
| +890% | +$55.7M | 2.96% | 4 |
|
|
2024
Q1 | $45.8M | Buy |
50,648
+3,424
| +7% | +$3.09M | 2.16% | 6 |
|
|
2023
Q4 | $23.4M | Buy |
47,224
+1,669
| +4% | +$827K | 1.27% | 9 |
|
|
2023
Q3 | $19.8M | Sell |
45,555
-2,641
| -5% | -$1.15M | 1.24% | 10 |
|
|
2023
Q2 | $20.4M | Buy |
48,196
+17,617
| +58% | +$7.45M | 1.14% | 9 |
|
|
2023
Q1 | $8.49M | Sell |
30,579
-15,256
| -33% | -$4.24M | 0.66% | 21 |
|
|
2022
Q4 | $6.7M | Sell |
45,835
-5,022
| -10% | -$734K | 0.43% | 49 |
|
|
2022
Q3 | $6.17M | Sell |
50,857
-3,309
| -6% | -$402K | 0.62% | 29 |
|
|
2022
Q2 | $8.21M | Buy |
54,166
+15,409
| +40% | +$2.34M | 0.76% | 28 |
|
|
2022
Q1 | $7.24M | Sell |
38,757
-36,289
| -48% | -$6.78M | 1.27% | 17 |
|
|
2021
Q4 | $22.1M | Buy |
75,046
+18,472
| +33% | +$5.43M | 1.27% | 11 |
|
|
2021
Q3 | $11.7M | Buy |
56,574
+42,839
| +312% | +$8.87M | 0.79% | 20 |
|
|
2021
Q2 | $11M | Sell |
13,735
-1,595
| -10% | -$1.28M | 0.73% | 20 |
|
|
2021
Q1 | $8.91M | Buy |
15,330
+1,180
| +8% | +$685K | 0.31% | 73 |
|
|
2020
Q4 | $7.39M | Sell |
14,150
-4,076
| -22% | -$2.13M | 0.32% | 70 |
|
|
2020
Q3 | $9.86M | Buy |
18,226
+2,324
| +15% | +$1.26M | 0.49% | 47 |
|
|
2020
Q2 | $6.04M | Buy |
15,902
+4,410
| +38% | +$1.68M | 0.33% | 69 |
|
|
2020
Q1 | $3.03M | Sell |
11,492
-1,846
| -14% | -$487K | 0.22% | 106 |
|
|
2019
Q4 | $3.14M | Buy |
13,338
+158
| +1% | +$37.2K | 0.24% | 88 |
|
|
2019
Q3 | $2.29M | Buy |
+13,180
| New | +$2.29M | 0.19% | 110 |
|
|
2019
Q1 | $1.73M | Buy |
9,653
+1,926
| +25% | +$346K | 0.19% | 117 |
|
|
2018
Q4 | $1.03M | Buy |
+7,727
| New | +$1.03M | 0.15% | 150 |
|
|
2018
Q3 | – | Sell |
-8,267
| Closed | -$2.12M | – | 435 |
|
|
2018
Q2 | $2.12M | Buy |
8,267
+754
| +10% | +$193K | 0.45% | 61 |
|
|
2018
Q1 | $1.7M | Buy |
7,513
+722
| +11% | +$163K | 0.42% | 61 |
|
|
2017
Q4 | $1.52M | Buy |
6,791
+7
| +0.1% | +$1.57K | 0.37% | 65 |
|
|
2017
Q3 | $1.41M | Buy |
6,784
+587
| +9% | +$122K | 0.37% | 68 |
|
|
2017
Q2 | $1.06M | Buy |
6,197
+1,473
| +31% | +$251K | 0.3% | 74 |
|
|
2017
Q1 | $655K | Buy |
4,724
+4,106
| +664% | +$569K | 0.19% | 120 |
|
|
2016
Q4 | $67K | Buy |
+618
| New | +$67K | 0.02% | 312 |
|