SFS
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Sowell Financial Services’s News Corp Class A NWSA Stock Holding History

Sowell Financial Services’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,950
Closed -$213K – 1157
2025
Q3 		$213K Buy
6,950
+20
+0.3% +$593 0.01% 979
2025
Q2 		$206K Sell
6,930
-430
-6% -$11.8K 0.01% 959
2025
Q1 		$200K Buy
+7,360
New +$206K 0.01% 934
2021
Q2 		– Sell
-2,895
Closed -$75K – 2003
2021
Q1 		$75K Buy
2,895
+2,882
+22,169% +$64.6K ﹤0.01% 1499
2020
Q4 		$0 Hold
13
– – ﹤0.01% 2815
2020
Q3 		$0 Hold
13
– – ﹤0.01% 2669
2020
Q2 		$0 Hold
13
– – ﹤0.01% 2609
2020
Q1 		$0 Hold
13
– – ﹤0.01% 2613
2019
Q4 		$0 Sell
13
-565
-98% -$7.6K ﹤0.01% 2616
2019
Q3 		$8K Buy
+578
New +$7.89K ﹤0.01% 1604

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IFP
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State Street
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T. Rowe Price Associates
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5NCM
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return