Sowell Financial Services’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
75,681
+89
| +0.1% | +$2.29K | 0.08% | 274 |
|
|
2025
Q1 | $2.21M | Buy |
75,592
+2,347
| +3% | +$68.7K | 0.1% | 215 |
|
|
2024
Q4 | $2.06M | Sell |
73,245
-10,621
| -13% | -$299K | 0.11% | 209 |
|
|
2024
Q3 | $2.84M | Sell |
83,866
-1,199
| -1% | -$40.6K | 0.13% | 177 |
|
|
2024
Q2 | $2.42M | Sell |
85,065
-5,274
| -6% | -$150K | 0.12% | 182 |
|
|
2024
Q1 | $3.24M | Sell |
90,339
-850
| -0.9% | -$30.5K | 0.15% | 150 |
|
|
2023
Q4 | $3.17M | Buy |
91,189
+7,531
| +9% | +$262K | 0.17% | 143 |
|
|
2023
Q3 | $2.57M | Sell |
83,658
-551
| -0.7% | -$16.9K | 0.16% | 150 |
|
|
2023
Q2 | $2.82M | Buy |
84,209
+16,571
| +24% | +$555K | 0.16% | 150 |
|
|
2023
Q1 | $2.04M | Sell |
67,638
-20,653
| -23% | -$622K | 0.16% | 150 |
|
|
2022
Q4 | $2.74M | Buy |
88,291
+9,112
| +12% | +$282K | 0.18% | 143 |
|
|
2022
Q3 | $2.26M | Buy |
79,179
+4,617
| +6% | +$132K | 0.23% | 120 |
|
|
2022
Q2 | $2.47M | Buy |
+74,562
| New | +$2.47M | 0.23% | 90 |
|
|
2022
Q1 | – | Sell |
-48,585
| Closed | -$2M | – | 525 |
|
|
2021
Q4 | $2M | Sell |
48,585
-22,568
| -32% | -$929K | 0.11% | 188 |
|
|
2021
Q3 | $2.53M | Buy |
71,153
+3,161
| +5% | +$112K | 0.17% | 146 |
|
|
2021
Q2 | $2.34M | Sell |
67,992
-69,192
| -50% | -$2.38M | 0.16% | 165 |
|
|
2021
Q1 | $5.38M | Buy |
137,184
+5,542
| +4% | +$217K | 0.19% | 116 |
|
|
2020
Q4 | $4.41M | Buy |
131,642
+4,686
| +4% | +$157K | 0.19% | 112 |
|
|
2020
Q3 | $3.62M | Buy |
126,956
+7,494
| +6% | +$214K | 0.18% | 115 |
|
|
2020
Q2 | $2.68M | Buy |
119,462
+87,299
| +271% | +$1.96M | 0.15% | 132 |
|
|
2020
Q1 | $545K | Sell |
32,163
-7,949
| -20% | -$135K | 0.04% | 378 |
|
|
2019
Q4 | $1.21M | Sell |
40,112
-9
| -0% | -$272 | 0.09% | 222 |
|
|
2019
Q3 | $1.11M | Buy |
+40,121
| New | +$1.11M | 0.09% | 235 |
|
|
2019
Q1 | $766K | Buy |
29,083
+884
| +3% | +$23.3K | 0.09% | 249 |
|
|
2018
Q4 | $616K | Buy |
28,199
+73
| +0.3% | +$1.6K | 0.09% | 234 |
|
|
2018
Q3 | $908K | Buy |
28,126
+48
| +0.2% | +$1.55K | 0.13% | 125 |
|
|
2018
Q2 | $952K | Buy |
28,078
+14,394
| +105% | +$488K | 0.2% | 113 |
|
|
2018
Q1 | $500K | Buy |
13,684
+5,047
| +58% | +$184K | 0.12% | 152 |
|
|
2017
Q4 | $305K | Buy |
8,637
+48
| +0.6% | +$1.7K | 0.07% | 210 |
|
|
2017
Q3 | $308K | Buy |
8,589
+128
| +2% | +$4.59K | 0.08% | 194 |
|
|
2017
Q2 | $275K | Buy |
8,461
+12
| +0.1% | +$390 | 0.08% | 200 |
|
|
2017
Q1 | $280K | Buy |
8,449
+656
| +8% | +$21.7K | 0.08% | 199 |
|
|
2016
Q4 | $259K | Buy |
+7,793
| New | +$259K | 0.09% | 166 |
|