SFS
PATH icon

Sowell Financial Services’s UiPath PATH Stock Holding History

Sowell Financial Services’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,755
Closed -$289K – 555
2024
Q1 		$289K Sell
12,755
-21,148
-62% -$495K 0.01% 513
2023
Q4 		$842K Buy
33,903
+18,213
+116% +$355K 0.05% 356
2023
Q3 		$268K Sell
15,690
-9,102
-37% -$152K 0.02% 473
2023
Q2 		$411K Buy
+24,792
New +$398K 0.02% 482
2022
Q1 		– Sell
-34,748
Closed -$1.5M – 404
2021
Q4 		$1.5M Buy
+34,748
New +$1.71M 0.09% 254

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