Sowell Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.13M | Buy |
80,509
+6,238
| +8% | +$630K | 0.33% | 60 |
|
|
2025
Q1 | $8.17M | Buy |
74,271
+7,642
| +11% | +$841K | 0.37% | 53 |
|
|
2024
Q4 | $8.4M | Buy |
66,629
+216
| +0.3% | +$27.2K | 0.44% | 49 |
|
|
2024
Q3 | $9.06M | Buy |
66,413
+9,820
| +17% | +$1.34M | 0.42% | 54 |
|
|
2024
Q2 | $7.75M | Buy |
56,593
+1,560
| +3% | +$213K | 0.37% | 60 |
|
|
2024
Q1 | $8.18M | Sell |
55,033
-202
| -0.4% | -$30K | 0.39% | 60 |
|
|
2023
Q4 | $8.69M | Sell |
55,235
-15,987
| -22% | -$2.51M | 0.47% | 50 |
|
|
2023
Q3 | $11.1M | Buy |
71,222
+7,389
| +12% | +$1.15M | 0.7% | 27 |
|
|
2023
Q2 | $11.4M | Buy |
63,833
+27,273
| +75% | +$4.89M | 0.64% | 29 |
|
|
2023
Q1 | $7.09M | Sell |
36,560
-32,837
| -47% | -$6.37M | 0.55% | 31 |
|
|
2022
Q4 | $12.1M | Buy |
69,397
+2,358
| +4% | +$410K | 0.78% | 20 |
|
|
2022
Q3 | $10.8M | Sell |
67,039
-1,304
| -2% | -$211K | 1.09% | 11 |
|
|
2022
Q2 | $12.5M | Buy |
68,343
+53,525
| +361% | +$9.77M | 1.15% | 13 |
|
|
2022
Q1 | $2.99M | Sell |
14,818
-49,054
| -77% | -$9.91M | 0.52% | 36 |
|
|
2021
Q4 | $13.7M | Buy |
63,872
+6,918
| +12% | +$1.48M | 0.79% | 21 |
|
|
2021
Q3 | $10.4M | Buy |
56,954
+1,635
| +3% | +$298K | 0.7% | 28 |
|
|
2021
Q2 | $11.5M | Sell |
55,319
-30,578
| -36% | -$6.36M | 0.76% | 17 |
|
|
2021
Q1 | $18.4M | Buy |
85,897
+7,984
| +10% | +$1.71M | 0.64% | 29 |
|
|
2020
Q4 | $13.1M | Sell |
77,913
-3,254
| -4% | -$548K | 0.56% | 43 |
|
|
2020
Q3 | $13.5M | Buy |
81,167
+1,383
| +2% | +$230K | 0.68% | 32 |
|
|
2020
Q2 | $8.87M | Buy |
79,784
+16,463
| +26% | +$1.83M | 0.49% | 48 |
|
|
2020
Q1 | $5.92M | Buy |
63,321
+10,868
| +21% | +$1.02M | 0.44% | 49 |
|
|
2019
Q4 | $6.14M | Sell |
52,453
-238
| -0.5% | -$27.9K | 0.47% | 38 |
|
|
2019
Q3 | $6.31M | Buy |
+52,691
| New | +$6.31M | 0.52% | 42 |
|
|
2019
Q1 | $4.75M | Buy |
42,530
+493
| +1% | +$55.1K | 0.53% | 42 |
|
|
2018
Q4 | $4.1M | Buy |
42,037
+2,910
| +7% | +$284K | 0.58% | 37 |
|
|
2018
Q3 | $4.57M | Sell |
39,127
-330
| -0.8% | -$38.5K | 0.66% | 31 |
|
|
2018
Q2 | $4.66M | Buy |
39,457
+3,635
| +10% | +$429K | 0.99% | 25 |
|
|
2018
Q1 | $3.98M | Buy |
35,822
+5,513
| +18% | +$613K | 1% | 25 |
|
|
2017
Q4 | $4.05M | Buy |
30,309
+933
| +3% | +$125K | 0.99% | 25 |
|
|
2017
Q3 | $3.45M | Buy |
29,376
+2,514
| +9% | +$295K | 0.9% | 30 |
|
|
2017
Q2 | $3.01M | Buy |
26,862
+1,783
| +7% | +$200K | 0.85% | 32 |
|
|
2017
Q1 | $2.63M | Buy |
25,079
+4,373
| +21% | +$458K | 0.78% | 39 |
|
|
2016
Q4 | $2.26M | Buy |
+20,706
| New | +$2.26M | 0.76% | 38 |
|