Sowell Financial Services’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
3,840
-571
| -13% | -$77.5K | 0.02% | 599 |
|
|
2025
Q1 | $598K | Buy |
+4,411
| New | +$598K | 0.03% | 540 |
|
|
2023
Q2 | – | Sell |
-3,153
| Closed | -$390K | – | 779 |
|
|
2023
Q1 | $390K | Buy |
+3,153
| New | +$390K | 0.03% | 501 |
|
|
2021
Q2 | – | Sell |
-3,617
| Closed | -$457K | – | 2326 |
|
|
2021
Q1 | $457K | Buy |
3,617
+1,261
| +54% | +$159K | 0.02% | 680 |
|
|
2020
Q4 | $250K | Buy |
2,356
+2
| +0.1% | +$212 | 0.01% | 760 |
|
|
2020
Q3 | $218K | Sell |
2,354
-242
| -9% | -$22.4K | 0.01% | 703 |
|
|
2020
Q2 | $237K | Buy |
2,596
+1,468
| +130% | +$134K | 0.01% | 663 |
|
|
2020
Q1 | $90K | Sell |
1,128
-1,341
| -54% | -$107K | 0.01% | 879 |
|
|
2019
Q4 | $266K | Sell |
2,469
-1,361
| -36% | -$147K | 0.02% | 624 |
|
|
2019
Q3 | $393K | Buy |
+3,830
| New | +$393K | 0.03% | 469 |
|
|
2019
Q1 | $208K | Buy |
+2,094
| New | +$208K | 0.02% | 512 |
|