Sowell Financial Services’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
1,644
+83
| +5% | +$15.6K | 0.01% | 770 |
|
|
2025
Q1 | $309K | Buy |
+1,561
| New | +$309K | 0.01% | 752 |
|
|
2023
Q2 | – | Sell |
-1,661
| Closed | -$231K | – | 759 |
|
|
2023
Q1 | $231K | Buy |
+1,661
| New | +$231K | 0.02% | 652 |
|
|
2021
Q2 | – | Sell |
-133
| Closed | -$20K | – | 2114 |
|
|
2021
Q1 | $20K | Sell |
133
-23
| -15% | -$3.46K | ﹤0.01% | 2064 |
|
|
2020
Q4 | $21K | Sell |
156
-1,072
| -87% | -$144K | ﹤0.01% | 1727 |
|
|
2020
Q3 | $134K | Buy |
1,228
+1,119
| +1,027% | +$122K | 0.01% | 874 |
|
|
2020
Q2 | $11K | Sell |
109
-43
| -28% | -$4.34K | ﹤0.01% | 1667 |
|
|
2020
Q1 | $13K | Sell |
152
-34
| -18% | -$2.91K | ﹤0.01% | 1535 |
|
|
2019
Q4 | $21K | Sell |
186
-54
| -23% | -$6.1K | ﹤0.01% | 1427 |
|
|
2019
Q3 | $25K | Buy |
+240
| New | +$25K | ﹤0.01% | 1207 |
|
|
2017
Q2 | – | Sell |
-9,180
| Closed | -$933K | – | 276 |
|
|
2017
Q1 | $933K | Sell |
9,180
-1,068
| -10% | -$109K | 0.28% | 84 |
|
|
2016
Q4 | $975K | Buy |
+10,248
| New | +$975K | 0.33% | 76 |
|