SFS
VRT icon

Sowell Financial Services’s Vertiv VRT Stock Holding History

Sowell Financial Services’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$802K Buy
3,200
+168
+6% +$37.3K 0.03% 500
2025
Q4 		$491K Buy
3,032
+212
+8% +$36.8K 0.02% 653
2025
Q3 		$425K Buy
2,820
+91
+3% +$12.1K 0.02% 677
2025
Q2 		$350K Sell
2,729
-846
-24% -$82.3K 0.01% 724
2025
Q1 		$258K Buy
+3,575
New +$381K 0.01% 832
2021
Q2 		– Sell
-200
Closed -$5K – 2695
2021
Q1 		$5K Buy
+200
New +$4.04K ﹤0.01% 2621

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