Sowell Financial Services’s TRI-Continental Corp TY Stock Holding History

Sowell Financial Services’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-397	Closed	-$14K	–	2569
2021 Q1	$14K	Buy	397 +349	+727%	+$10.8K	﹤0.01%	2200
2020 Q4	$1K	Sell	48 -8	-14%	-$224	﹤0.01%	2628
2020 Q3	$1K	Hold	56	–	–	﹤0.01%	2442
2020 Q2	$1K	Hold	56	–	–	﹤0.01%	2382
2020 Q1	$1K	Sell	56 -2	-3%	-$52	﹤0.01%	2328
2019 Q4	$2K	Buy	58 +1	+2%	+$28	﹤0.01%	2249
2019 Q3	$2K	Buy	+57	New	+$1.54K	﹤0.01%	2143

Other funds holding TY

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return