SFS
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Sowell Financial Services’s Workday WDAY Stock Holding History

Sowell Financial Services’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,243
Closed -$290K – 1102
2025
Q1 		$290K Buy
+1,243
New +$317K 0.01% 781
2021
Q2 		– Sell
-1,078
Closed -$253K – 2722
2021
Q1 		$253K Sell
1,078
-972
-47% -$240K 0.01% 919
2020
Q4 		$491K Sell
2,050
-665
-24% -$149K 0.02% 531
2020
Q3 		$584K Buy
2,715
+738
+37% +$146K 0.03% 434
2020
Q2 		$370K Buy
1,977
+1,122
+131% +$181K 0.02% 540
2020
Q1 		$111K Buy
855
+239
+39% +$40.3K 0.01% 813
2019
Q4 		$101K Sell
616
-65
-10% -$10.8K 0.01% 919
2019
Q3 		$116K Buy
+681
New +$131K 0.01% 786

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