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SFS
Sowell Financial Services’s
Prosperity Bancshares
PB
Stock Holding History
Sowell Financial Services’s Portfolio
PB Stock Details
PB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-2,115
Closed
-$159K
–
2064
2021
Q1
$159K
Buy
2,115
+1,647
+352%
+$120K
0.01%
1166
2020
Q4
$32K
Hold
468
–
–
﹤0.01%
1559
2020
Q3
$24K
Sell
468
-60
-11%
-$3.29K
﹤0.01%
1483
2020
Q2
$31K
Sell
528
-150
-22%
-$8.66K
﹤0.01%
1328
2020
Q1
$33K
Buy
678
+300
+79%
+$19.5K
﹤0.01%
1200
2019
Q4
$27K
Buy
+378
New
+$26.7K
﹤0.01%
1329
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1-Year Est. Return
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$131B AUM
28.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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