SFS
Sowell Financial Services’s iShares Silver Trust SLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.63M | Buy |
171,728
+84,926
| +98% | +$2.79M | 0.23% | 95 |
|
2025
Q1 | $2.69M | Sell |
86,802
-10,888
| -11% | -$337K | 0.12% | 170 |
|
2024
Q4 | $2.57M | Buy |
97,690
+25,113
| +35% | +$661K | 0.14% | 166 |
|
2024
Q3 | $2.06M | Sell |
72,577
-17,814
| -20% | -$506K | 0.1% | 230 |
|
2024
Q2 | $2.4M | Sell |
90,391
-2,022
| -2% | -$53.7K | 0.11% | 183 |
|
2024
Q1 | $2.1M | Sell |
92,413
-1,188
| -1% | -$27K | 0.1% | 225 |
|
2023
Q4 | $2.04M | Sell |
93,601
-12,263
| -12% | -$267K | 0.11% | 205 |
|
2023
Q3 | $2.15M | Sell |
105,864
-53,010
| -33% | -$1.08M | 0.14% | 170 |
|
2023
Q2 | $3.32M | Buy |
158,874
+43,317
| +37% | +$905K | 0.19% | 128 |
|
2023
Q1 | $2.56M | Sell |
115,557
-824,442
| -88% | -$18.2M | 0.2% | 119 |
|
2022
Q4 | $20.7M | Buy |
939,999
+796,528
| +555% | +$17.5M | 1.34% | 7 |
|
2022
Q3 | $2.51M | Sell |
143,471
-26,981
| -16% | -$472K | 0.25% | 108 |
|
2022
Q2 | $3.18M | Buy |
170,452
+116,248
| +214% | +$2.17M | 0.29% | 78 |
|
2022
Q1 | $1.24M | Sell |
54,204
-46,275
| -46% | -$1.06M | 0.22% | 76 |
|
2021
Q4 | $2.16M | Sell |
100,479
-1,947
| -2% | -$41.9K | 0.12% | 180 |
|
2021
Q3 | $2.1M | Sell |
102,426
-47,997
| -32% | -$985K | 0.14% | 169 |
|
2021
Q2 | $3.64M | Sell |
150,423
-610,592
| -80% | -$14.8M | 0.24% | 119 |
|
2021
Q1 | $19.3M | Sell |
761,015
-48,001
| -6% | -$1.22M | 0.67% | 25 |
|
2020
Q4 | $19.9M | Buy |
809,016
+667,054
| +470% | +$16.4M | 0.85% | 19 |
|
2020
Q3 | $3.07M | Sell |
141,962
-678,078
| -83% | -$14.7M | 0.15% | 124 |
|
2020
Q2 | $13.9M | Buy |
820,040
+743,800
| +976% | +$12.7M | 0.77% | 19 |
|
2020
Q1 | $995K | Sell |
76,240
-569,435
| -88% | -$7.43M | 0.07% | 249 |
|
2019
Q4 | $10.8M | Sell |
645,675
-86,581
| -12% | -$1.44M | 0.82% | 18 |
|
2019
Q3 | $11.7M | Buy |
+732,256
| New | +$11.7M | 0.96% | 12 |
|
2019
Q1 | $1.29M | Buy |
91,214
+73,430
| +413% | +$1.04M | 0.14% | 161 |
|
2018
Q4 | $258K | Buy |
17,784
+2,022
| +13% | +$29.3K | 0.04% | 416 |
|
2018
Q3 | $216K | Sell |
15,762
-965
| -6% | -$13.2K | 0.03% | 317 |
|
2018
Q2 | $236K | Buy |
16,727
+1,051
| +7% | +$14.8K | 0.05% | 251 |
|
2018
Q1 | $242K | Buy |
15,676
+3,083
| +24% | +$47.6K | 0.06% | 236 |
|
2017
Q4 | $201K | Buy |
12,593
+2,357
| +23% | +$37.6K | 0.05% | 243 |
|
2017
Q3 | $166K | Buy |
+10,236
| New | +$166K | 0.04% | 241 |
|
2017
Q1 | – | Sell |
-17,144
| Closed | -$292K | – | 525 |
|
2016
Q4 | $292K | Buy |
+17,144
| New | +$292K | 0.1% | 156 |
|