Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OZK
Bank Ozk

Financial Services
Q4 2021 Filed on Feb 11, 2022
196
$43.38 - $47.95 $8.5K - $9.4K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
910
$14.21 - $14.88 $12.9K - $13.5K
BB
Blackberry LTD

Technology
Q4 2021 Filed on Feb 11, 2022
2
$8.6 - $11.73 $17.2 - $23.5
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
43
$20.5 - $26.88 $882 - $1.16K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
36
$97.11 - $146.61 $3.5K - $5.28K
OMC
Omnicom Group Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
1,232
$66.57 - $76.57 $82K - $94.3K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
83
$151.74 - $173.89 $12.6K - $14.4K
CDE
Coeur Mining, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
15
$4.78 - $7.19 $71.7 - $108
OVV
Ovintiv Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
68
$30.99 - $39.84 $2.11K - $2.71K
PXD
Pioneer Natural Resources CO

Energy
Q4 2021 Filed on Feb 11, 2022
546
$172.65 - $193.08 $94.3K - $105K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 11, 2022
280
$39.36 - $55.06 $11K - $15.4K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
354
$36.12 - $46.2 $12.8K - $16.4K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
99
$117.86 - $161.31 $11.7K - $16K
MTG
Mgic Investment Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
2,826
$13.33 - $16.52 $37.7K - $46.7K
CLB
Core Laboratories N V

Energy
Q4 2021 Filed on Feb 11, 2022
2
$22.01 - $31.71 $44 - $63.4
GOLD
Barrick Gold Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
212
$17.65 - $20.99 $3.74K - $4.45K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Feb 11, 2022
48
$167.8 - $188.86 $8.05K - $9.07K
SCI
Service Corp International

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
209
$60.75 - $71.25 $12.7K - $14.9K
RPM
Rpm International Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
67
$78.49 - $101.0 $5.26K - $6.77K
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Feb 11, 2022
23
$544.41 - $726.75 $12.5K - $16.7K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
1,735
$16.28 - $22.26 $28.2K - $38.6K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
12
$211.62 - $250.97 $2.54K - $3.01K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
165
$96.62 - $104.9 $15.9K - $17.3K
WELL
Welltower Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
100
$79.36 - $87.07 $7.94K - $8.71K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
134
$243.54 - $297.71 $32.6K - $39.9K
SJM
J M Smucker CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
29
$119.69 - $138.91 $3.47K - $4.03K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
94
$90.01 - $103.97 $8.46K - $9.77K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 11, 2022
86
$285.28 - $321.08 $24.5K - $27.6K
BSX
Boston Scientific Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
1,053
$38.07 - $44.87 $40.1K - $47.2K
RE
Everest Re Group LTD

Financial Services
Q4 2021 Filed on Feb 11, 2022
34
$250.41 - $286.62 $8.51K - $9.75K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
134
$191.9 - $231.65 $25.7K - $31K
WRB
Berkley W R Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
262
$49.31 - $56.33 $12.9K - $14.8K
Tivity Health Inc
Q4 2021 Filed on Feb 11, 2022
1
N/A
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
37
$589.61 - $711.02 $21.8K - $26.3K
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
38
$345.98 - $406.62 $13.1K - $15.5K
PKI
Perkinelmer Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
67
$166.66 - $201.06 $11.2K - $13.5K
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
82
$115.01 - $137.38 $9.43K - $11.3K
AVY
Avery Dennison Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
439
$202.38 - $227.13 $88.8K - $99.7K
CWT
California Water Service Group

Utilities
Q4 2021 Filed on Feb 11, 2022
96
$58.78 - $71.86 $5.64K - $6.9K
BG
Bungeltd

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
99
$82.52 - $96.15 $8.17K - $9.52K
VLO
Valero Energy Corp

Energy
Q4 2021 Filed on Feb 11, 2022
156
$66.94 - $82.69 $10.4K - $12.9K
TYL
Tyler Technologies Inc

Technology
Q4 2021 Filed on Feb 11, 2022
25
$456.01 - $552.14 $11.4K - $13.8K
EPR
Epr Properties

Real Estate
Q4 2021 Filed on Feb 11, 2022
190
$43.66 - $53.85 $8.3K - $10.2K
GATX
Gatx Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
903
$91.6 - $106.42 $82.7K - $96.1K
CME
Cme Group Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
95
$194.71 - $231.97 $18.5K - $22K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,333
$16.94 - $18.75 $22.6K - $25K
NPO
Enpro Industries, Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
28
$85.13 - $112.36 $2.38K - $3.15K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
114
$82.96 - $109.65 $9.46K - $12.5K
CIEN
Ciena Corp

Technology
Q4 2021 Filed on Feb 11, 2022
143
$51.73 - $77.6 $7.4K - $11.1K
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