Sowell Financial Services’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Sell	2,608 -113	-4%	-$94.9K	0.07%	299
2025 Q4	$2.2M	Sell	2,721 -2	-0.1%	-$1.74K	0.08%	256
2025 Q3	$2.6M	Sell	2,723 -415	-13%	-$370K	0.1%	216
2025 Q2	$2.36M	Buy	3,138 +78	+3%	+$52.2K	0.1%	216
2025 Q1	$1.92M	Buy	+3,060	New	+$2.1M	0.09%	246
2023 Q2	–	Sell	-1,813	Closed	-$717K	–	818
2023 Q1	$717K	Buy	+1,813	New	+$762K	0.06%	362
2021 Q2	–	Sell	-3,299	Closed	-$1.13M	–	2612
2021 Q1	$1.13M	Sell	3,299 -615	-16%	-$174K	0.04%	379
2020 Q4	$908K	Buy	3,914 +355	+10%	+$75K	0.04%	350
2020 Q3	$621K	Buy	3,559 +2,201	+162%	+$370K	0.03%	417
2020 Q2	$202K	Sell	1,358 -203	-13%	-$25.8K	0.01%	720
2020 Q1	$161K	Sell	1,561 -2,168	-58%	-$287K	0.01%	711
2019 Q4	$622K	Buy	3,729 +1,122	+43%	+$163K	0.05%	383
2019 Q3	$325K	Buy	+2,607	New	+$316K	0.03%	515
2019 Q1	$365K	Buy	3,199 +99	+3%	+$12.2K	0.04%	413
2018 Q4	$318K	Sell	3,100 -5,143	-62%	-$619K	0.05%	375
2018 Q3	$1.35M	Buy	+8,243	New	+$1.28M	0.2%	93