Sowell Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Sell |
110,493
-696
| -0.6% | -$55.8K | 0.36% | 53 |
|
|
2025
Q1 | $7.98M | Sell |
111,189
-756
| -0.7% | -$54.3K | 0.36% | 56 |
|
|
2024
Q4 | $7.86M | Sell |
111,945
-10,233
| -8% | -$719K | 0.41% | 53 |
|
|
2024
Q3 | $6.9M | Sell |
122,178
-5,606
| -4% | -$317K | 0.32% | 73 |
|
|
2024
Q2 | $7.59M | Sell |
127,784
-8,305
| -6% | -$493K | 0.36% | 61 |
|
|
2024
Q1 | $7.89M | Sell |
136,089
-1,898
| -1% | -$110K | 0.37% | 68 |
|
|
2023
Q4 | $6.79M | Buy |
137,987
+24,112
| +21% | +$1.19M | 0.37% | 70 |
|
|
2023
Q3 | $4.65M | Sell |
113,875
-9,635
| -8% | -$394K | 0.29% | 90 |
|
|
2023
Q2 | $5.27M | Buy |
123,510
+25,375
| +26% | +$1.08M | 0.29% | 81 |
|
|
2023
Q1 | $3.67M | Sell |
98,135
-53,883
| -35% | -$2.01M | 0.28% | 82 |
|
|
2022
Q4 | $6.28M | Buy |
152,018
+27,554
| +22% | +$1.14M | 0.41% | 55 |
|
|
2022
Q3 | $5.01M | Buy |
124,464
+5,573
| +5% | +$224K | 0.5% | 46 |
|
|
2022
Q2 | $4.66M | Buy |
118,891
+95,998
| +419% | +$3.76M | 0.43% | 55 |
|
|
2022
Q1 | $1.03M | Sell |
22,893
-52,962
| -70% | -$2.37M | 0.18% | 87 |
|
|
2021
Q4 | $3.64M | Sell |
75,855
-24,825
| -25% | -$1.19M | 0.21% | 104 |
|
|
2021
Q3 | $4.67M | Sell |
100,680
-6,449
| -6% | -$299K | 0.32% | 76 |
|
|
2021
Q2 | $4.85M | Sell |
107,129
-87,462
| -45% | -$3.96M | 0.32% | 77 |
|
|
2021
Q1 | $9.07M | Buy |
194,591
+10,509
| +6% | +$490K | 0.32% | 70 |
|
|
2020
Q4 | $5.56M | Buy |
184,082
+7,117
| +4% | +$215K | 0.24% | 88 |
|
|
2020
Q3 | $4.16M | Sell |
176,965
-16,846
| -9% | -$396K | 0.21% | 104 |
|
|
2020
Q2 | $4.96M | Buy |
193,811
+47,429
| +32% | +$1.21M | 0.27% | 87 |
|
|
2020
Q1 | $4.2M | Buy |
146,382
+19,236
| +15% | +$552K | 0.31% | 82 |
|
|
2019
Q4 | $6.84M | Sell |
127,146
-3,113
| -2% | -$167K | 0.52% | 32 |
|
|
2019
Q3 | $6.57M | Buy |
+130,259
| New | +$6.57M | 0.54% | 40 |
|
|
2019
Q1 | $5.89M | Buy |
121,978
+14,668
| +14% | +$709K | 0.66% | 37 |
|
|
2018
Q4 | $4.95M | Buy |
107,310
+23,530
| +28% | +$1.08M | 0.7% | 35 |
|
|
2018
Q3 | $4.4M | Sell |
83,780
-2,759
| -3% | -$145K | 0.64% | 32 |
|
|
2018
Q2 | $4.99M | Buy |
86,539
+5,923
| +7% | +$341K | 1.06% | 24 |
|
|
2018
Q1 | $4.21M | Buy |
80,616
+5,531
| +7% | +$289K | 1.05% | 23 |
|
|
2017
Q4 | $4.8M | Buy |
75,085
+1,714
| +2% | +$110K | 1.17% | 21 |
|
|
2017
Q3 | $4.12M | Buy |
73,371
+7,465
| +11% | +$420K | 1.08% | 26 |
|
|
2017
Q2 | $3.47M | Buy |
65,906
+7,887
| +14% | +$416K | 0.99% | 27 |
|
|
2017
Q1 | $3.08M | Buy |
58,019
+7,704
| +15% | +$409K | 0.91% | 32 |
|
|
2016
Q4 | $2.92M | Buy |
+50,315
| New | +$2.92M | 0.98% | 29 |
|