Sowell Financial Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
2,804
-174
| -6% | -$18.1K | 0.01% | 800 |
|
|
2025
Q1 | $325K | Buy |
+2,978
| New | +$325K | 0.01% | 729 |
|
|
2021
Q2 | – | Sell |
-919
| Closed | -$90K | – | 2727 |
|
|
2021
Q1 | $90K | Sell |
919
-63
| -6% | -$6.17K | ﹤0.01% | 1412 |
|
|
2020
Q4 | $90K | Buy |
982
+18
| +2% | +$1.65K | ﹤0.01% | 1194 |
|
|
2020
Q3 | $93K | Sell |
964
-4,132
| -81% | -$399K | ﹤0.01% | 994 |
|
|
2020
Q2 | $447K | Sell |
5,096
-538
| -10% | -$47.2K | 0.02% | 488 |
|
|
2020
Q1 | $497K | Buy |
5,634
+425
| +8% | +$37.5K | 0.04% | 401 |
|
|
2019
Q4 | $480K | Buy |
5,209
+2,440
| +88% | +$225K | 0.04% | 463 |
|
|
2019
Q3 | $263K | Buy |
+2,769
| New | +$263K | 0.02% | 570 |
|