SFS
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Sowell Financial Services’s Toyota TM Stock Holding History

Sowell Financial Services’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$574K Buy
2,785
+122
+5% +$27.6K 0.02% 597
2025
Q4 		$570K Buy
2,663
+170
+7% +$34.5K 0.02% 602
2025
Q3 		$476K Buy
2,493
+394
+19% +$74.3K 0.02% 646
2025
Q2 		$362K Sell
2,099
-12
-0.6% -$2.17K 0.01% 713
2025
Q1 		$373K Buy
+2,111
New +$393K 0.02% 673
2021
Q2 		– Sell
-1,402
Closed -$215K – 2511
2021
Q1 		$215K Buy
1,402
+127
+10% +$19.2K 0.01% 1017
2020
Q4 		$197K Buy
1,275
+68
+6% +$9.51K 0.01% 854
2020
Q3 		$160K Sell
1,207
-23
-2% -$2.99K 0.01% 811
2020
Q2 		$155K Buy
1,230
+13
+1% +$1.61K 0.01% 815
2020
Q1 		$146K Sell
1,217
-13
-1% -$1.74K 0.01% 743
2019
Q4 		$173K Sell
1,230
-7
-0.6% -$978 0.01% 762
2019
Q3 		$166K Buy
+1,237
New +$162K 0.01% 695
2018
Q1 		– Sell
-2,331
Closed -$323K – 297
2017
Q4 		$323K Sell
2,331
-156
-6% -$19.4K 0.08% 203
2017
Q3 		$309K Buy
2,487
+304
+14% +$34.5K 0.08% 193
2017
Q2 		$249K Buy
+2,183
New +$233K 0.07% 208
2017
Q1 		– Sell
-1,067
Closed -$122K – 543
2016
Q4 		$122K Buy
+1,067
New +$124K 0.04% 243

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Goldman Sachs
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Northern Trust
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return