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SFS
Sowell Financial Services’s
Plexus
PLXS
Stock Holding History
Sowell Financial Services’s Portfolio
PLXS Stock Details
PLXS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-13,674
Closed
-$2.14M
–
1031
2024
Q4
$2.14M
Buy
+13,674
New
+$2.09M
0.11%
202
2021
Q2
–
Sell
-2,602
Closed
-$242K
–
2122
2021
Q1
$242K
Buy
2,602
+274
+12%
+$23.2K
0.01%
943
2020
Q4
$182K
Buy
2,328
+393
+20%
+$29.3K
0.01%
891
2020
Q3
$137K
Buy
1,935
+705
+57%
+$51.7K
0.01%
867
2020
Q2
$87K
Buy
+1,230
New
+$76.3K
﹤0.01%
1005
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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