Sowell Financial Services’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $874K | Buy |
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|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $702K | Buy |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $595K | Hold |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $1.4M | Hold |
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|
2023
Q4 | $1.34M | Hold |
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|
2023
Q3 | $1.29M | Hold |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.38M | Hold |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $976K | Hold |
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|
2019
Q4 | $1.09M | Hold |
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|
2019
Q3 | $1.09M | Buy |
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