Sowell Financial Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
3,379
+74
| +2% | +$7.68K | 0.01% | 723 |
|
|
2025
Q1 | $312K | Buy |
+3,305
| New | +$312K | 0.01% | 751 |
|
|
2021
Q2 | – | Sell |
-42
| Closed | -$3K | – | 2332 |
|
|
2021
Q1 | $3K | Sell |
42
-25
| -37% | -$1.79K | ﹤0.01% | 2757 |
|
|
2020
Q4 | $3K | Buy |
67
+29
| +76% | +$1.3K | ﹤0.01% | 2416 |
|
|
2020
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q2 | $1K | Sell |
38
-36
| -49% | -$947 | ﹤0.01% | 2360 |
|
|
2020
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 2116 |
|
|
2019
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q3 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 1976 |
|