Sowell Financial Services’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
3,138
+78
| +3% | +$58.8K | 0.1% | 216 |
|
|
2025
Q1 | $1.92M | Buy |
+3,060
| New | +$1.92M | 0.09% | 246 |
|
|
2023
Q2 | – | Sell |
-1,813
| Closed | -$717K | – | 818 |
|
|
2023
Q1 | $717K | Buy |
+1,813
| New | +$717K | 0.06% | 362 |
|
|
2021
Q2 | – | Sell |
-3,299
| Closed | -$1.13M | – | 2613 |
|
|
2021
Q1 | $1.13M | Sell |
3,299
-615
| -16% | -$211K | 0.04% | 379 |
|
|
2020
Q4 | $908K | Buy |
3,914
+355
| +10% | +$82.4K | 0.04% | 350 |
|
|
2020
Q3 | $621K | Buy |
3,559
+2,201
| +162% | +$384K | 0.03% | 417 |
|
|
2020
Q2 | $202K | Sell |
1,358
-203
| -13% | -$30.2K | 0.01% | 720 |
|
|
2020
Q1 | $161K | Sell |
1,561
-2,168
| -58% | -$224K | 0.01% | 711 |
|
|
2019
Q4 | $622K | Buy |
3,729
+1,122
| +43% | +$187K | 0.05% | 383 |
|
|
2019
Q3 | $325K | Buy |
+2,607
| New | +$325K | 0.03% | 515 |
|
|
2019
Q1 | $365K | Buy |
3,199
+99
| +3% | +$11.3K | 0.04% | 411 |
|
|
2018
Q4 | $318K | Sell |
3,100
-5,143
| -62% | -$528K | 0.05% | 375 |
|
|
2018
Q3 | $1.35M | Buy |
+8,243
| New | +$1.35M | 0.2% | 93 |
|