SFS
U icon

Sowell Financial Services’s Unity U Stock Holding History

Sowell Financial Services’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,460
Closed -$714K – 587
2023
Q4 		$714K Buy
17,460
+2,413
+16% +$74.4K 0.04% 383
2023
Q3 		$472K Buy
15,047
+4,579
+44% +$176K 0.03% 411
2023
Q2 		$455K Buy
+10,468
New +$335K 0.03% 471
2021
Q2 		– Sell
-270
Closed -$24K – 2572
2021
Q1 		$24K Buy
270
+94
+53% +$11.6K ﹤0.01% 1985
2020
Q4 		$27K Buy
176
+131
+291% +$15.9K ﹤0.01% 1620
2020
Q3 		$4K Buy
+45
New +$3.79K ﹤0.01% 2083

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SLG
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SUT
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Vanguard Group
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BlackRock
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RA
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AIM
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Sumitomo Mitsui Trust Group
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Norges Bank
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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return