SFS
TSI

Sowell Financial Services’s TCW Strategic Income Fund TSI Stock Holding History

Sowell Financial Services’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$149K Hold
33,231
– – 0.01% 1077
2025
Q4 		$164K Hold
33,231
– – 0.01% 1051
2025
Q3 		$163K Hold
33,231
– – 0.01% 1013
2025
Q2 		$162K Hold
33,231
– – 0.01% 986
2025
Q1 		$162K Buy
+33,231
New +$161K 0.01% 946
2023
Q2 		– Sell
-33,231
Closed -$156K – 812
2023
Q1 		$156K Buy
+33,231
New +$163K 0.01% 708
2022
Q1 		– Sell
-33,525
Closed -$200K – 493
2021
Q4 		$200K Buy
+33,525
New +$193K 0.01% 507
2021
Q2 		– Sell
-20,900
Closed -$121K – 2546
2021
Q1 		$121K Buy
+20,900
New +$117K ﹤0.01% 1280

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