Sowell Financial Services’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Sell	3,345 -55	-2%	-$3.79K	0.01%	987
2025 Q4	$238K	Buy	3,400 +83	+3%	+$6.12K	0.01%	933
2025 Q3	$254K	Sell	3,317 -529	-14%	-$37.7K	0.01%	884
2025 Q2	$283K	Sell	3,846 -156	-4%	-$11.2K	0.01%	809
2025 Q1	$285K	Buy	+4,002	New	+$245K	0.01%	785
2021 Q2	–	Sell	-6,523	Closed	-$234K	–	2756
2021 Q1	$234K	Sell	6,523 -1,822	-22%	-$56.2K	0.01%	966
2020 Q4	$246K	Buy	8,345 +603	+8%	+$17.4K	0.01%	767
2020 Q3	$210K	Sell	7,742 -502	-6%	-$13.8K	0.01%	710
2020 Q2	$210K	Sell	8,244 -378	-4%	-$9.27K	0.01%	704
2020 Q1	$200K	Buy	8,622 +715	+9%	+$21.3K	0.01%	649
2019 Q4	$243K	Buy	7,907 +1,643	+26%	+$50.7K	0.02%	651
2019 Q3	$201K	Buy	+6,264	New	+$196K	0.02%	642