Sowell Financial Services’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$386K Buy
2025
Q2
$351K Buy
2025
Q1
$312K Buy
2021
Q2
Sell
2021
Q1
$3K Sell
2020
Q4
$3K Buy
2020
Q3
$1K Hold
2020
Q2
$1K Sell
2020
Q1
$2K Hold
2019
Q4
$3K Hold
2019
Q3
$3K Buy