Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MSI
Motorola Solutions, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
165
$231.47 - $272.73 $38.2K - $45K
ABC
Amerisourcebergen Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$114.08 - $133.77 $114 - $134
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
106
$203.7 - $261.38 $21.6K - $27.7K
JNPR
Juniper Networks Inc

Technology
Q4 2021 Filed on Feb 11, 2022
228
$27.49 - $35.77 $6.27K - $8.16K
FDX
Fedex Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
185
$217.87 - $258.64 $40.3K - $47.8K
FCEL
Fuelcell Energy Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
380
$5.11 - $11.23 $1.94K - $4.27K
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 11, 2022
4,526
$25.65 - $30.13 $116K - $136K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
201
$549.77 - $688.37 $111K - $138K
IYR
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
4
$103.03 - $116.14 $412 - $465
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
286
$212.12 - $242.56 $60.7K - $69.4K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
193
$241.33 - $266.02 $46.6K - $51.3K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
72
$73.18 - $84.81 $5.27K - $6.11K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
97
$145.8 - $156.8 $14.1K - $15.2K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2021 Filed on Feb 11, 2022
261
$130.52 - $143.62 $34.1K - $37.5K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
401
$79.02 - $88.43 $31.7K - $35.5K
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
910
$107.13 - $129.0 $97.5K - $117K
HWM
Howmet Aerospace Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
170
$27.41 - $33.4 $4.66K - $5.68K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 11, 2022
774
$86.79 - $100.15 $67.2K - $77.5K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2021 Filed on Feb 11, 2022
10
$10.0 - $12.21 $100 - $122
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
288
$95.77 - $138.0 $27.6K - $39.7K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
255
$198.88 - $227.6 $50.7K - $58K
LSI
Life Storage, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
62
$114.66 - $153.18 $7.11K - $9.5K
OKE
Oneok Inc

Energy
Q4 2021 Filed on Feb 11, 2022
289
$56.53 - $65.87 $16.3K - $19K
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
363
$63.81 - $71.97 $23.2K - $26.1K
ES
Eversource Energy

Utilities
Q4 2021 Filed on Feb 11, 2022
348
$81.84 - $91.14 $28.5K - $31.7K
NI
Nisource Inc.

Utilities
Q4 2021 Filed on Feb 11, 2022
2,043
$24.3 - $27.7 $49.6K - $56.6K
MRO
Marathon Oil Corp

Energy
Q4 2021 Filed on Feb 11, 2022
24
$14.24 - $17.26 $342 - $414
IRM
Iron Mountain Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
494
$42.63 - $52.77 $21.1K - $26.1K
IMAX
Imax Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
2
$15.92 - $21.85 $31.8 - $43.7
MDIV
First Trust Multi Asset Divers

ETFs
Q4 2021 Filed on Feb 11, 2022
8,505
$15.99 - $16.99 $136K - $144K
IXC
Ishares Tr Global Energy ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
119
$26.37 - $29.86 $3.14K - $3.55K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 11, 2022
968
$35.39 - $39.43 $34.3K - $38.2K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
68
$371.61 - $423.85 $25.3K - $28.8K
FULT
Fulton Financial Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
129
$15.55 - $17.3 $2.01K - $2.23K
RDN
Radian Group Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
675
$19.5 - $24.45 $13.2K - $16.5K
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Feb 11, 2022
243
$41.18 - $45.59 $10K - $11.1K
RJF
Raymond James Financial Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
800
$93.38 - $102.53 $74.7K - $82K
ETR
Entergy Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
35
$99.37 - $112.65 $3.48K - $3.94K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Feb 11, 2022
167
$79.7 - $88.13 $13.3K - $14.7K
CNR
Cornerstone Building Brands, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
25
$13.66 - $17.45 $342 - $436
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 11, 2022
659
$94.82 - $104.66 $62.5K - $69K
MU
Micron Technology Inc

Technology
Q4 2021 Filed on Feb 11, 2022
1,224
$66.38 - $96.17 $81.2K - $118K
JBL
Jabil Inc

Technology
Q4 2021 Filed on Feb 11, 2022
108
$58.26 - $71.51 $6.29K - $7.72K
VIAV
Viavi Solutions Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
125
$14.81 - $17.73 $1.85K - $2.22K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
304
$35.08 - $39.8 $10.7K - $12.1K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Feb 11, 2022
147
$130.98 - $134.88 $19.3K - $19.8K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$141.52 - $154.35 $142 - $154
IEF
Ishares Barclays

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$113.55 - $116.36 $114 - $116
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2021 Filed on Feb 11, 2022
2
$85.5 - $86.18 $171 - $172
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email