SFS
PZC
Sowell Financial Services’s PIMCO California Municipal Income Fund III PZC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
17,204
-177
| -1% | -$1.1K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $113K | Buy |
+17,381
| New | +$113K | 0.01% | 972 |
|
|
2024
Q3 | – | Sell |
-33,965
| Closed | -$224K | – | 573 |
|
|
2024
Q2 | $224K | Sell |
33,965
-4,517
| -12% | -$29.8K | 0.01% | 515 |
|
|
2024
Q1 | $263K | Buy |
38,482
+369
| +1% | +$2.52K | 0.01% | 522 |
|
|
2023
Q4 | $256K | Sell |
38,113
-2,470
| -6% | -$16.6K | 0.01% | 504 |
|
|
2023
Q3 | $249K | Sell |
40,583
-2,785
| -6% | -$17.1K | 0.02% | 480 |
|
|
2023
Q2 | $303K | Buy |
43,368
+22,921
| +112% | +$160K | 0.02% | 510 |
|
|
2023
Q1 | $159K | Sell |
20,447
-7,860
| -28% | -$61.1K | 0.01% | 705 |
|
|
2022
Q4 | $237K | Sell |
28,307
-2,094
| -7% | -$17.5K | 0.02% | 509 |
|
|
2022
Q3 | $223K | Buy |
+30,401
| New | +$223K | 0.02% | 392 |
|
|
2017
Q1 | – | Sell |
-9,000
| Closed | -$106K | – | 510 |
|
|
2016
Q4 | $106K | Buy |
+9,000
| New | +$106K | 0.04% | 266 |
|