SFS
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Sowell Financial Services’s PJT Partners PJT Stock Holding History

Sowell Financial Services’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-60
Closed -$4K – 2109
2021
Q1 		$4K Sell
60
-75
-56% -$5.43K ﹤0.01% 2678
2020
Q4 		$10K Sell
135
-2
-1% -$141 ﹤0.01% 2016
2020
Q3 		$8K Hold
137
– – ﹤0.01% 1877
2020
Q2 		$7K Sell
137
-5
-4% -$246 ﹤0.01% 1807
2020
Q1 		$6K Sell
142
-2
-1% -$88 ﹤0.01% 1773
2019
Q4 		$6K Sell
144
-8
-5% -$336 ﹤0.01% 1852
2019
Q3 		$6K Buy
+152
New +$6.12K ﹤0.01% 1707
2017
Q1 		– Sell
-85
Closed -$3K – 504
2016
Q4 		$3K Buy
+85
New +$2.44K ﹤0.01% 572

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