Sowell Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
39,031
-253
| -0.6% | -$89.8K | 0.56% | 28 |
|
|
2025
Q1 | $13.8M | Sell |
39,284
-2,439
| -6% | -$855K | 0.63% | 25 |
|
|
2024
Q4 | $13.2M | Buy |
41,723
+10,506
| +34% | +$3.32M | 0.69% | 26 |
|
|
2024
Q3 | $8.58M | Sell |
31,217
-236
| -0.8% | -$64.9K | 0.4% | 57 |
|
|
2024
Q2 | $8.26M | Sell |
31,453
-84
| -0.3% | -$22K | 0.39% | 56 |
|
|
2024
Q1 | $8.8M | Buy |
31,537
+1,123
| +4% | +$313K | 0.42% | 56 |
|
|
2023
Q4 | $7.92M | Buy |
30,414
+1,002
| +3% | +$261K | 0.43% | 58 |
|
|
2023
Q3 | $6.77M | Buy |
29,412
+2,497
| +9% | +$574K | 0.42% | 55 |
|
|
2023
Q2 | $6.39M | Buy |
26,915
+4,417
| +20% | +$1.05M | 0.36% | 66 |
|
|
2023
Q1 | $5.07M | Sell |
22,498
-5,410
| -19% | -$1.22M | 0.39% | 53 |
|
|
2022
Q4 | $5.8M | Buy |
27,908
+3,810
| +16% | +$792K | 0.38% | 61 |
|
|
2022
Q3 | $4.28M | Sell |
24,098
-3,708
| -13% | -$659K | 0.43% | 60 |
|
|
2022
Q2 | $5.48M | Buy |
27,806
+16,622
| +149% | +$3.27M | 0.51% | 45 |
|
|
2022
Q1 | $2.39M | Sell |
11,184
-25,388
| -69% | -$5.42M | 0.42% | 47 |
|
|
2021
Q4 | $7.93M | Sell |
36,572
-196
| -0.5% | -$42.5K | 0.45% | 46 |
|
|
2021
Q3 | $8.19M | Sell |
36,768
-2,936
| -7% | -$654K | 0.55% | 39 |
|
|
2021
Q2 | $9.28M | Sell |
39,704
-5,108
| -11% | -$1.19M | 0.62% | 34 |
|
|
2021
Q1 | $10.4M | Buy |
44,812
+5,226
| +13% | +$1.21M | 0.36% | 58 |
|
|
2020
Q4 | $8.66M | Sell |
39,586
-1,386
| -3% | -$303K | 0.37% | 60 |
|
|
2020
Q3 | $8.19M | Buy |
40,972
+8,436
| +26% | +$1.69M | 0.41% | 55 |
|
|
2020
Q2 | $6.29M | Buy |
32,536
+5,359
| +20% | +$1.04M | 0.35% | 67 |
|
|
2020
Q1 | $4.38M | Buy |
27,177
+1,186
| +5% | +$191K | 0.32% | 80 |
|
|
2019
Q4 | $4.88M | Buy |
25,991
+1,746
| +7% | +$328K | 0.37% | 54 |
|
|
2019
Q3 | $4.17M | Buy |
+24,245
| New | +$4.17M | 0.34% | 63 |
|
|
2019
Q1 | $3.05M | Buy |
19,497
+5,555
| +40% | +$868K | 0.34% | 69 |
|
|
2018
Q4 | $1.84M | Buy |
13,942
+1,482
| +12% | +$196K | 0.26% | 83 |
|
|
2018
Q3 | $1.87M | Buy |
12,460
+711
| +6% | +$107K | 0.27% | 74 |
|
|
2018
Q2 | $1.65M | Buy |
11,749
+624
| +6% | +$87.5K | 0.35% | 69 |
|
|
2018
Q1 | $1.41M | Sell |
11,125
-1,942
| -15% | -$245K | 0.35% | 67 |
|
|
2017
Q4 | $1.61M | Buy |
13,067
+6,765
| +107% | +$833K | 0.39% | 64 |
|
|
2017
Q3 | $700K | Buy |
6,302
+464
| +8% | +$51.5K | 0.18% | 109 |
|
|
2017
Q2 | $591K | Buy |
5,838
+43
| +0.7% | +$4.35K | 0.17% | 120 |
|
|
2017
Q1 | $549K | Buy |
5,795
+776
| +15% | +$73.5K | 0.16% | 134 |
|
|
2016
Q4 | $436K | Buy |
+5,019
| New | +$436K | 0.15% | 126 |
|