Sowell Financial Services’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
2,099
-12
| -0.6% | -$2.07K | 0.01% | 713 |
|
|
2025
Q1 | $373K | Buy |
+2,111
| New | +$373K | 0.02% | 673 |
|
|
2021
Q2 | – | Sell |
-1,402
| Closed | -$215K | – | 2512 |
|
|
2021
Q1 | $215K | Buy |
1,402
+127
| +10% | +$19.5K | 0.01% | 1017 |
|
|
2020
Q4 | $197K | Buy |
1,275
+68
| +6% | +$10.5K | 0.01% | 854 |
|
|
2020
Q3 | $160K | Sell |
1,207
-23
| -2% | -$3.05K | 0.01% | 811 |
|
|
2020
Q2 | $155K | Buy |
1,230
+13
| +1% | +$1.64K | 0.01% | 815 |
|
|
2020
Q1 | $146K | Sell |
1,217
-13
| -1% | -$1.56K | 0.01% | 743 |
|
|
2019
Q4 | $173K | Sell |
1,230
-7
| -0.6% | -$985 | 0.01% | 762 |
|
|
2019
Q3 | $166K | Buy |
+1,237
| New | +$166K | 0.01% | 695 |
|
|
2018
Q1 | – | Sell |
-2,331
| Closed | -$323K | – | 297 |
|
|
2017
Q4 | $323K | Sell |
2,331
-156
| -6% | -$21.6K | 0.08% | 203 |
|
|
2017
Q3 | $309K | Buy |
2,487
+304
| +14% | +$37.8K | 0.08% | 193 |
|
|
2017
Q2 | $249K | Buy |
+2,183
| New | +$249K | 0.07% | 208 |
|
|
2017
Q1 | – | Sell |
-1,067
| Closed | -$122K | – | 544 |
|
|
2016
Q4 | $122K | Buy |
+1,067
| New | +$122K | 0.04% | 243 |
|