SFS
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Sowell Financial Services’s Yum China YUMC Stock Holding History

Sowell Financial Services’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,314
Closed -$225K – 1103
2025
Q1 		$225K Buy
+4,314
New +$207K 0.01% 889
2023
Q2 		– Sell
-3,708
Closed -$235K – 848
2023
Q1 		$235K Buy
+3,708
New +$224K 0.02% 646
2021
Q2 		– Sell
-6,199
Closed -$384K – 2804
2021
Q1 		$384K Buy
6,199
+3,310
+115% +$198K 0.01% 744
2020
Q4 		$165K Buy
2,889
+52
+2% +$2.92K 0.01% 930
2020
Q3 		$150K Hold
2,837
– – 0.01% 829
2020
Q2 		$136K Buy
2,837
+6
+0.2% +$283 0.01% 867
2020
Q1 		$121K Sell
2,831
-1,913
-40% -$85.3K 0.01% 789
2019
Q4 		$228K Buy
4,744
+327
+7% +$14.5K 0.02% 667
2019
Q3 		$201K Buy
+4,417
New +$197K 0.02% 643
2017
Q1 		– Sell
-2,598
Closed -$69K – 580
2016
Q4 		$69K Buy
+2,598
New +$70.7K 0.02% 310

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