SFS
STPZ icon

Sowell Financial Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Sowell Financial Services’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,562
Closed -$853K – 564
2024
Q1 		$853K Sell
16,562
-8,854
-35% -$454K 0.04% 370
2023
Q4 		$1.3M Sell
25,416
-5,230
-17% -$264K 0.07% 290
2023
Q3 		$1.53M Sell
30,646
-296,028
-91% -$14.9M 0.1% 236
2023
Q2 		$16.4M Buy
326,674
+100,978
+45% +$5.12M 0.92% 14
2023
Q1 		$11.5M Buy
225,696
+5,626
+3% +$283K 0.89% 14
2022
Q4 		$11M Buy
220,070
+113,698
+107% +$5.67M 0.71% 24
2022
Q3 		$5.26M Buy
+106,372
New +$5.5M 0.53% 40
2021
Q2 		– Sell
-1,945
Closed -$107K – 2443
2021
Q1 		$107K Hold
1,945
– – ﹤0.01% 1338
2020
Q4 		$105K Hold
1,945
– – ﹤0.01% 1137
2020
Q3 		$105K Sell
1,945
-15
-0.8% -$806 0.01% 956
2020
Q2 		$104K Buy
+1,960
New +$103K 0.01% 952

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SW
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