SFS
Sowell Financial Services’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
35,441
+2,506
| +8% | +$331K | 0.19% | 111 |
|
|
2025
Q1 | $4.94M | Buy |
32,935
+917
| +3% | +$137K | 0.22% | 99 |
|
|
2024
Q4 | $4.87M | Buy |
32,018
+2,629
| +9% | +$400K | 0.26% | 94 |
|
|
2024
Q3 | $5M | Sell |
29,389
-502
| -2% | -$85.4K | 0.23% | 110 |
|
|
2024
Q2 | $4.93M | Sell |
29,891
-513
| -2% | -$84.6K | 0.24% | 103 |
|
|
2024
Q1 | $5.36M | Sell |
30,404
-1,339
| -4% | -$236K | 0.25% | 99 |
|
|
2023
Q4 | $5.43M | Buy |
31,743
+1,897
| +6% | +$325K | 0.29% | 85 |
|
|
2023
Q3 | $5.06M | Sell |
29,846
-5,031
| -14% | -$852K | 0.32% | 83 |
|
|
2023
Q2 | $6.46M | Buy |
34,877
+8,207
| +31% | +$1.52M | 0.36% | 65 |
|
|
2023
Q1 | $4.86M | Buy |
26,670
+1,640
| +7% | +$299K | 0.38% | 56 |
|
|
2022
Q4 | $4.55M | Buy |
25,030
+5,519
| +28% | +$1M | 0.29% | 85 |
|
|
2022
Q3 | $3.19M | Sell |
19,511
-182
| -0.9% | -$29.7K | 0.32% | 88 |
|
|
2022
Q2 | $3.28M | Buy |
19,693
+9,374
| +91% | +$1.56M | 0.3% | 74 |
|
|
2022
Q1 | $1.74M | Sell |
10,319
-7,797
| -43% | -$1.31M | 0.3% | 60 |
|
|
2021
Q4 | $3.17M | Buy |
18,116
+466
| +3% | +$81.4K | 0.18% | 131 |
|
|
2021
Q3 | $2.66M | Buy |
17,650
+1,793
| +11% | +$270K | 0.18% | 137 |
|
|
2021
Q2 | $2.35M | Sell |
15,857
-8,355
| -35% | -$1.24M | 0.16% | 163 |
|
|
2021
Q1 | $3.52M | Sell |
24,212
-5,211
| -18% | -$758K | 0.12% | 160 |
|
|
2020
Q4 | $4.36M | Sell |
29,423
-26
| -0.1% | -$3.86K | 0.19% | 113 |
|
|
2020
Q3 | $4.08M | Sell |
29,449
-1,736
| -6% | -$241K | 0.2% | 107 |
|
|
2020
Q2 | $4.13M | Buy |
31,185
+1,925
| +7% | +$255K | 0.23% | 101 |
|
|
2020
Q1 | $3.51M | Sell |
29,260
-2,601
| -8% | -$312K | 0.26% | 95 |
|
|
2019
Q4 | $4.35M | Buy |
31,861
+7,584
| +31% | +$1.04M | 0.33% | 61 |
|
|
2019
Q3 | $3.33M | Buy |
+24,277
| New | +$3.33M | 0.28% | 78 |
|
|
2019
Q1 | $1.69M | Buy |
13,754
+163
| +1% | +$20K | 0.19% | 121 |
|
|
2018
Q4 | $1.5M | Buy |
13,591
+1,597
| +13% | +$176K | 0.21% | 103 |
|
|
2018
Q3 | $1.34M | Buy |
+11,994
| New | +$1.34M | 0.19% | 94 |
|