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SFS
Sowell Financial Services’s
T. Rowe Price
TROW
Stock Holding History
Sowell Financial Services’s Portfolio
TROW Stock Details
TROW Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-2,359
Closed
-$266K
–
809
2023
Q1
$266K
Buy
+2,359
New
+$270K
0.02%
606
2021
Q2
–
Sell
-413
Closed
-$78K
–
2538
2021
Q1
$78K
Hold
413
–
–
﹤0.01%
1481
2020
Q4
$63K
Hold
413
–
–
﹤0.01%
1314
2020
Q3
$53K
Sell
413
-241
-37%
-$31.9K
﹤0.01%
1191
2020
Q2
$81K
Buy
654
+247
+61%
+$28.2K
﹤0.01%
1026
2020
Q1
$40K
Sell
407
-966
-70%
-$118K
﹤0.01%
1132
2019
Q4
$167K
Buy
1,373
+5
+0.4%
+$590
0.01%
770
2019
Q3
$156K
Buy
+1,368
New
+$152K
0.01%
712
2019
Q1
$393K
Buy
3,927
+1,116
+40%
+$108K
0.04%
391
2018
Q4
$260K
Buy
2,811
+515
+22%
+$50K
0.04%
413
2018
Q3
$251K
Sell
2,296
-81
-3%
-$9.38K
0.04%
292
2018
Q2
$277K
Buy
+2,377
New
+$276K
0.06%
234
2017
Q1
–
Sell
-23
Closed
-$2K
–
546
2016
Q4
$2K
Buy
+23
New
+$1.63K
﹤0.01%
595
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1-Year Est. Return
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$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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