Sowell Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
7,080
-822
| -10% | -$50.3K | 0.02% | 653 |
|
|
2025
Q1 | $471K | Buy |
+7,902
| New | +$471K | 0.02% | 603 |
|
|
2024
Q4 | – | Sell |
-22,251
| Closed | -$1.45M | – | 605 |
|
|
2024
Q3 | $1.45M | Sell |
22,251
-12,685
| -36% | -$824K | 0.07% | 288 |
|
|
2024
Q2 | $1.92M | Sell |
34,936
-4,038
| -10% | -$222K | 0.09% | 226 |
|
|
2024
Q1 | $1.96M | Sell |
38,974
-317
| -0.8% | -$15.9K | 0.09% | 240 |
|
|
2023
Q4 | $1.91M | Sell |
39,291
-2,817
| -7% | -$137K | 0.1% | 218 |
|
|
2023
Q3 | $2.08M | Sell |
42,108
-8,863
| -17% | -$438K | 0.13% | 175 |
|
|
2023
Q2 | $2.66M | Buy |
50,971
+13,676
| +37% | +$713K | 0.15% | 165 |
|
|
2023
Q1 | $1.94M | Sell |
37,295
-17,051
| -31% | -$886K | 0.15% | 157 |
|
|
2022
Q4 | $2.74M | Buy |
54,346
+9,507
| +21% | +$479K | 0.18% | 144 |
|
|
2022
Q3 | $1.97M | Buy |
44,839
+3,792
| +9% | +$166K | 0.2% | 140 |
|
|
2022
Q2 | $1.88M | Buy |
+41,047
| New | +$1.88M | 0.17% | 110 |
|
|
2022
Q1 | – | Sell |
-55,012
| Closed | -$2.96M | – | 498 |
|
|
2021
Q4 | $2.96M | Buy |
55,012
+2,032
| +4% | +$109K | 0.17% | 141 |
|
|
2021
Q3 | $2.87M | Sell |
52,980
-3,234
| -6% | -$175K | 0.19% | 126 |
|
|
2021
Q2 | $3.29M | Buy |
56,214
+617
| +1% | +$36.1K | 0.22% | 126 |
|
|
2021
Q1 | $3.32M | Buy |
55,597
+5,854
| +12% | +$349K | 0.12% | 172 |
|
|
2020
Q4 | $3M | Buy |
49,743
+9,889
| +25% | +$597K | 0.13% | 143 |
|
|
2020
Q3 | $2.46M | Sell |
39,854
-438
| -1% | -$27K | 0.12% | 147 |
|
|
2020
Q2 | $2.21M | Buy |
40,292
+1,464
| +4% | +$80.3K | 0.12% | 159 |
|
|
2020
Q1 | $1.96M | Sell |
38,828
-852
| -2% | -$43.1K | 0.15% | 162 |
|
|
2019
Q4 | $2.27M | Buy |
39,680
+5,678
| +17% | +$325K | 0.17% | 126 |
|
|
2019
Q3 | $2.04M | Buy |
+34,002
| New | +$2.04M | 0.17% | 126 |
|
|
2019
Q1 | $1.9M | Buy |
32,832
+7,219
| +28% | +$417K | 0.21% | 103 |
|
|
2018
Q4 | $1.34M | Buy |
+25,613
| New | +$1.34M | 0.19% | 116 |
|
|
2017
Q1 | – | Sell |
-450
| Closed | -$19K | – | 551 |
|
|
2016
Q4 | $19K | Buy |
+450
| New | +$19K | 0.01% | 429 |
|