Sowell Financial Services’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
967
+42
| +5% | +$22.2K | 0.02% | 607 |
|
|
2025
Q1 | $470K | Buy |
+925
| New | +$470K | 0.02% | 604 |
|
|
2021
Q2 | – | Sell |
-868
| Closed | -$338K | – | 2403 |
|
|
2021
Q1 | $338K | Buy |
868
+251
| +41% | +$97.7K | 0.01% | 792 |
|
|
2020
Q4 | $203K | Sell |
617
-238
| -28% | -$78.3K | 0.01% | 836 |
|
|
2020
Q3 | $308K | Buy |
855
+6
| +0.7% | +$2.16K | 0.02% | 608 |
|
|
2020
Q2 | $280K | Sell |
849
-1,636
| -66% | -$540K | 0.02% | 622 |
|
|
2020
Q1 | $609K | Sell |
2,485
-120
| -5% | -$29.4K | 0.05% | 345 |
|
|
2019
Q4 | $711K | Buy |
2,605
+141
| +6% | +$38.5K | 0.05% | 347 |
|
|
2019
Q3 | $604K | Buy |
+2,464
| New | +$604K | 0.05% | 359 |
|
|
2018
Q4 | – | Sell |
-2,004
| Closed | -$392K | – | 529 |
|
|
2018
Q3 | $392K | Buy |
2,004
+68
| +4% | +$13.3K | 0.06% | 237 |
|
|
2018
Q2 | $388K | Sell |
1,936
-40
| -2% | -$8.02K | 0.08% | 200 |
|
|
2018
Q1 | $371K | Buy |
1,976
+120
| +6% | +$22.5K | 0.09% | 188 |
|
|
2017
Q4 | $332K | Buy |
+1,856
| New | +$332K | 0.08% | 198 |
|