Sound Income Strategies, LLC Sells in Q4 2024

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KSS
Kohls Corp

Consumer Cyclical
-204
- 72.08%
$13.86 - $20.95 $2.83K - $4.27K
79 $1K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-18
- 23.38%
$338.38 - $446.21 $6.09K - $8.03K
59 $25K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-41
- 19.62%
$51.09 - $55.27 $2.09K - $2.27K
168 $8K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-10
- 5.03%
$92.26 - $103.02 $923 - $1.03K
189 $17K
SVC
Service Properties Trust

Real Estate
-80
- 5.44%
$2.33 - $4.92 $186 - $394
1.39K $3K
CB
Chubb LTD

Financial Services
-10
- 22.22%
$271.57 - $301.89 $2.72K - $3.02K
35 $9K
FITB
Fifth Third Bancorp

Financial Services
-52
- 3.41%
$41.76 - $48.44 $2.17K - $2.52K
1.47K $62K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-59
- 3.9%
$124.26 - $134.12 $7.33K - $7.91K
1.45K $187K
HLN
Haleon PLC

Healthcare
-224
- 14.83%
$9.23 - $10.71 $2.07K - $2.4K
1.29K $12K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-146
- 44.11%
$12.61 - $15.33 $1.84K - $2.24K
185 $2K
URI
United Rentals, Inc.

Industrials
-2
- 28.57%
$704.44 - $880.32 $1.41K - $1.76K
5 $3K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-225
- 10.55%
N/A
1.91K $13K
DEO
Diageo PLC

Consumer Defensive
-11
- 73.33%
$118.0 - $139.88 $1.3K - $1.54K
4 $0
PAA
Plains All American Pipeline LP

Energy
-105
- 10.45%
$16.27 - $18.67 $1.71K - $1.96K
900 $15K
BDN
Brandywine Realty Trust

Real Estate
-422
- 9.02%
$5.07 - $6.53 $2.14K - $2.76K
4.26K $23K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
-281
- 13.06%
$6.5 - $8.39 $1.83K - $2.36K
1.87K $13K
WEC
Wec Energy Group, Inc.

Utilities
-15
- 5.54%
$92.94 - $101.82 $1.39K - $1.53K
256 $24K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-31
- 11.79%
$65.67 - $69.79 $2.04K - $2.16K
232 $15K
ARLP
Alliance Resource Partners LP

Energy
-100
- 20.0%
$24.84 - $28.58 $2.48K - $2.86K
400 $10K
ALLY
Ally Financial Inc.

Financial Services
-60
- 21.9%
$34.12 - $39.98 $2.05K - $2.4K
214 $7K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-22
- 18.49%
$70.12 - $75.48 $1.54K - $1.66K
97 $6K
VNO
Vornado Realty Trust

Real Estate
-55
- 33.33%
$38.63 - $45.76 $2.12K - $2.52K
110 $4K
JCI
Johnson Controls International PLC

Industrials
-21
- 45.65%
$74.23 - $86.6 $1.56K - $1.82K
25 $1K
AEP
American Electric Power CO Inc

Utilities
-15
- 18.52%
$90.91 - $102.21 $1.36K - $1.53K
66 $6K
APH
Amphenol Corp

Technology
-32
- 47.06%
$62.07 - $75.35 $1.99K - $2.41K
36 $2K
CCI
Crown Castle International Corp

Real Estate
-10
- 27.78%
$89.78 - $119.11 $898 - $1.19K
26 $2K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-25
- 6.46%
$45.17 - $47.23 $1.13K - $1.18K
362 $16K
GEF
Greif, Inc

Consumer Cyclical
-24
- 3.86%
$60.32 - $72.15 $1.45K - $1.73K
597 $36K
KOMP
Spdr S&P Kensho New Economies

ETFs
-22
- 88.0%
$48.59 - $54.76 $1.07K - $1.2K
3 $0
SYF
Synchrony Financial

Financial Services
-131
- 28.42%
$49.01 - $68.55 $6.42K - $8.98K
330 $21K
CAE
Cae Inc

Industrials
-60
- 55.56%
$17.6 - $25.38 $1.06K - $1.52K
48 $1K
ROST
Ross Stores, Inc.

Consumer Cyclical
-17
- 0.87%
$138.59 - $156.61 $2.36K - $2.66K
1.94K $293K
SU
Suncor Energy Inc

Energy
-15
- 13.27%
$34.5 - $41.53 $518 - $623
98 $3K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-9
- 0.28%
$34.25 - $37.94 $308 - $341
3.25K $118K
PATH
Ui Path, Inc.

Technology
-100
- 50.0%
$11.95 - $15.5 $1.2K - $1.55K
100 $1K
ROP
Roper Technologies Inc

Industrials
-2
- 50.0%
$519.85 - $575.95 $1.04K - $1.15K
2 $1K
CMP
Compass Minerals International Inc

Basic Materials
-33
- 9.46%
$10.59 - $15.7 $349 - $518
316 $3K
FNF
Fidelity National Financial, Inc.

Financial Services
-15
- 60.0%
$55.19 - $63.83 $828 - $957
10 $0
MCO
Moodys Corp

Financial Services
-3
- 1.26%
$454.04 - $500.88 $1.36K - $1.5K
235 $111K
AAL
American Airlines Group Inc.

Industrials
-101
- 6.47%
N/A
1.46K $16K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-8
- 36.36%
$49.78 - $66.55 $398 - $532
14 $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-136
- 62.96%
$12.74 - $14.23 $1.73K - $1.94K
80 $1K
IBB
Ishares Biotechnology ETF

ETFs
-8
- 30.77%
$131.21 - $148.85 $1.05K - $1.19K
18 $2K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-37
- 17.21%
$14.4 - $15.83 $533 - $586
178 $2K
IWD
Ishares Russell 1000 Val ETF

ETFs
-2
- 0.68%
$183.23 - $199.79 $366 - $400
292 $54K
FMC
Fmc Corp

Basic Materials
-3
- 8.57%
$47.86 - $66.62 $144 - $200
32 $1K
DEA
Easterly Government Properties, Inc.

Real Estate
-1
- 0.23%
$10.93 - $14.48 $10.9 - $14.5
426 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
-15
- 23.44%
$275.15 - $388.2 $4.13K - $5.82K
49 $16K
PAGP
Plains Gp Holdings LP

Energy
-95
Closed
$17.2 - $20.02 $1.63K - $1.9K
0 $0
Activity Summary
Buys All Purchases 659 New Holdings 178 Increased Positions 481 Sells All Sells 255 Reductions 251 Sold out 4 Options Calls 0 Puts 0
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