Sowell Financial Services’s PIMCO Income Strategy Fund PFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $142K | Hold |
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|
2025
Q2 | $139K | Hold |
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|
2025
Q1 | $143K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $135K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q4 | $75K | Hold |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $92K | Sell |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $125K | Sell |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q1 | $153K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $157K | Buy |
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|
2018
Q2 | $156K | Buy |
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|
2018
Q1 | $140K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $84K | Buy |
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