Sowell Financial Services’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
14,449
+1,012
| +8% | +$19.1K | 0.01% | 829 |
|
|
2025
Q1 | $256K | Hold |
13,437
| – | – | 0.01% | 835 |
|
|
2024
Q4 | $262K | Sell |
13,437
-3,720
| -22% | -$72.6K | 0.01% | 477 |
|
|
2024
Q3 | $357K | Hold |
17,157
| – | – | 0.02% | 482 |
|
|
2024
Q2 | $338K | Sell |
17,157
-359
| -2% | -$7.07K | 0.02% | 483 |
|
|
2024
Q1 | $353K | Sell |
17,516
-4,149
| -19% | -$83.6K | 0.02% | 501 |
|
|
2023
Q4 | $423K | Sell |
21,665
-3,728
| -15% | -$72.8K | 0.02% | 449 |
|
|
2023
Q3 | $478K | Sell |
25,393
-6,603
| -21% | -$124K | 0.03% | 408 |
|
|
2023
Q2 | $620K | Buy |
31,996
+9,243
| +41% | +$179K | 0.03% | 426 |
|
|
2023
Q1 | $452K | Sell |
22,753
-20,735
| -48% | -$412K | 0.03% | 460 |
|
|
2022
Q4 | $847K | Buy |
43,488
+19,766
| +83% | +$385K | 0.05% | 339 |
|
|
2022
Q3 | $487K | Buy |
+23,722
| New | +$487K | 0.05% | 318 |
|
|
2022
Q1 | – | Sell |
-34,930
| Closed | -$904K | – | 410 |
|
|
2021
Q4 | $904K | Sell |
34,930
-616
| -2% | -$15.9K | 0.05% | 350 |
|
|
2021
Q3 | $916K | Sell |
35,546
-109
| -0.3% | -$2.81K | 0.06% | 308 |
|
|
2021
Q2 | $933K | Buy |
35,655
+15,003
| +73% | +$393K | 0.06% | 318 |
|
|
2021
Q1 | $528K | Buy |
20,652
+580
| +3% | +$14.8K | 0.02% | 625 |
|
|
2020
Q4 | $518K | Sell |
20,072
-113
| -0.6% | -$2.92K | 0.02% | 512 |
|
|
2020
Q3 | $500K | Buy |
20,185
+611
| +3% | +$15.1K | 0.03% | 470 |
|
|
2020
Q2 | $460K | Buy |
19,574
+2,384
| +14% | +$56K | 0.03% | 481 |
|
|
2020
Q1 | $376K | Buy |
17,190
+6,921
| +67% | +$151K | 0.03% | 485 |
|
|
2019
Q4 | $257K | Sell |
10,269
-4,211
| -29% | -$105K | 0.02% | 635 |
|
|
2019
Q3 | $363K | Buy |
+14,480
| New | +$363K | 0.03% | 489 |
|