Sowell Financial Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
56,856
+690
| +1% | +$64.4K | 0.22% | 99 |
|
|
2025
Q1 | $4.09M | Buy |
56,166
+20,040
| +55% | +$1.46M | 0.19% | 116 |
|
|
2024
Q4 | $2.18M | Sell |
36,126
-2,989
| -8% | -$180K | 0.11% | 199 |
|
|
2024
Q3 | $2.94M | Buy |
39,115
+4,974
| +15% | +$374K | 0.14% | 169 |
|
|
2024
Q2 | $2.48M | Buy |
34,141
+182
| +0.5% | +$13.2K | 0.12% | 178 |
|
|
2024
Q1 | $2.62M | Sell |
33,959
-477
| -1% | -$36.7K | 0.12% | 178 |
|
|
2023
Q4 | $2.12M | Sell |
34,436
-451
| -1% | -$27.8K | 0.11% | 196 |
|
|
2023
Q3 | $1.6M | Sell |
34,887
-86
| -0.2% | -$3.95K | 0.1% | 232 |
|
|
2023
Q2 | $1.51M | Buy |
34,973
+5,928
| +20% | +$256K | 0.08% | 267 |
|
|
2023
Q1 | $921K | Sell |
29,045
-19,977
| -41% | -$633K | 0.07% | 308 |
|
|
2022
Q4 | $1.21M | Buy |
49,022
+16,063
| +49% | +$397K | 0.08% | 289 |
|
|
2022
Q3 | $873K | Buy |
32,959
+4,627
| +16% | +$123K | 0.09% | 252 |
|
|
2022
Q2 | $580K | Buy |
+28,332
| New | +$580K | 0.05% | 212 |
|
|
2022
Q1 | – | Sell |
-12,410
| Closed | -$520K | – | 497 |
|
|
2021
Q4 | $520K | Sell |
12,410
-3,349
| -21% | -$140K | 0.03% | 431 |
|
|
2021
Q3 | $706K | Buy |
+15,759
| New | +$706K | 0.05% | 348 |
|
|
2021
Q2 | – | Sell |
-15,099
| Closed | -$704K | – | 2578 |
|
|
2021
Q1 | $704K | Buy |
15,099
+1,020
| +7% | +$47.6K | 0.02% | 524 |
|
|
2020
Q4 | $718K | Buy |
14,079
+1,402
| +11% | +$71.5K | 0.03% | 415 |
|
|
2020
Q3 | $462K | Buy |
12,677
+1,876
| +17% | +$68.4K | 0.02% | 487 |
|
|
2020
Q2 | $336K | Buy |
10,801
+4,477
| +71% | +$139K | 0.02% | 559 |
|
|
2020
Q1 | $177K | Buy |
6,324
+1,827
| +41% | +$51.1K | 0.01% | 684 |
|
|
2019
Q4 | $134K | Buy |
4,497
+320
| +8% | +$9.54K | 0.01% | 828 |
|
|
2019
Q3 | $127K | Buy |
+4,177
| New | +$127K | 0.01% | 769 |
|