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YELP icon

Sowell Financial Services’s Yelp YELP Stock Holding History

Sowell Financial Services’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-208
Closed -$7K – 3329
2020
Q4
$7K Buy
+208
New +$5.46K ﹤0.01% 2181
2020
Q3
– Sell
-152
Closed -$4K – 2747
2020
Q2
$4K Sell
152
-2,132
-93% -$46.5K ﹤0.01% 2000
2020
Q1
$41K Buy
2,284
+2,032
+806% +$61.8K ﹤0.01% 1121
2019
Q4
$9K Buy
252
+42
+20% +$1.43K ﹤0.01% 1734
2019
Q3
$7K Buy
+210
New +$7.26K ﹤0.01% 1660

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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