Sowell Financial Services’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
20,658
+614
| +3% | +$126K | 0.17% | 124 |
|
|
2025
Q1 | $3.42M | Buy |
20,044
+1,751
| +10% | +$299K | 0.16% | 138 |
|
|
2024
Q4 | $3.33M | Buy |
+18,293
| New | +$3.33M | 0.18% | 135 |
|
|
2023
Q2 | – | Sell |
-6,490
| Closed | -$648K | – | 750 |
|
|
2023
Q1 | $648K | Buy |
+6,490
| New | +$648K | 0.05% | 389 |
|
|
2021
Q2 | – | Sell |
-3,936
| Closed | -$221K | – | 2060 |
|
|
2021
Q1 | $221K | Buy |
3,936
+300
| +8% | +$16.8K | 0.01% | 999 |
|
|
2020
Q4 | $215K | Buy |
3,636
+2,280
| +168% | +$135K | 0.01% | 812 |
|
|
2020
Q3 | $55K | Buy |
1,356
+192
| +16% | +$7.79K | ﹤0.01% | 1176 |
|
|
2020
Q2 | $45K | Buy |
1,164
+24
| +2% | +$928 | ﹤0.01% | 1188 |
|
|
2020
Q1 | $31K | Sell |
1,140
-516
| -31% | -$14K | ﹤0.01% | 1234 |
|
|
2019
Q4 | $64K | Buy |
1,656
+168
| +11% | +$6.49K | ﹤0.01% | 1066 |
|
|
2019
Q3 | $51K | Buy |
+1,488
| New | +$51K | ﹤0.01% | 994 |
|
|
2017
Q1 | – | Sell |
-1,200
| Closed | -$31K | – | 487 |
|
|
2016
Q4 | $31K | Buy |
+1,200
| New | +$31K | 0.01% | 384 |
|