Sowell Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,647	Closed	-$265K	–	1159
2025 Q3	$265K	Sell	13,647 -802	-6%	-$15.5K	0.01%	862
2025 Q2	$272K	Buy	14,449 +1,012	+8%	+$18.9K	0.01%	829
2025 Q1	$256K	Hold	13,437	–	–	0.01%	835
2024 Q4	$262K	Sell	13,437 -3,720	-22%	-$75.8K	0.01%	477
2024 Q3	$357K	Hold	17,157	–	–	0.02%	482
2024 Q2	$338K	Sell	17,157 -359	-2%	-$7.05K	0.02%	483
2024 Q1	$353K	Sell	17,516 -4,149	-19%	-$82.8K	0.02%	501
2023 Q4	$423K	Sell	21,665 -3,728	-15%	-$69.4K	0.02%	449
2023 Q3	$478K	Sell	25,393 -6,603	-21%	-$126K	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%	-$426K	0.03%	460
2022 Q4	$847K	Buy	43,488 +19,766	+83%	+$394K	0.05%	339
2022 Q3	$487K	Buy	+23,722	New	+$513K	0.05%	318
2022 Q1	–	Sell	-34,930	Closed	-$904K	–	410
2021 Q4	$904K	Sell	34,930 -616	-2%	-$15.8K	0.05%	350
2021 Q3	$916K	Sell	35,546 -109	-0.3%	-$2.83K	0.06%	308
2021 Q2	$933K	Buy	35,655 +15,003	+73%	+$386K	0.06%	318
2021 Q1	$528K	Buy	20,652 +580	+3%	+$14.7K	0.02%	625
2020 Q4	$518K	Sell	20,072 -113	-0.6%	-$2.86K	0.02%	512
2020 Q3	$500K	Buy	20,185 +611	+3%	+$15K	0.03%	470
2020 Q2	$460K	Buy	19,574 +2,384	+14%	+$55.5K	0.03%	481
2020 Q1	$376K	Buy	17,190 +6,921	+67%	+$167K	0.03%	485
2019 Q4	$257K	Sell	10,269 -4,211	-29%	-$105K	0.02%	635
2019 Q3	$363K	Buy	+14,480	New	+$360K	0.03%	489