Sowell Financial Services LLC Fidelity Covington Tr Blue Chi Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sowell Financial Services LLC holds 157,832 shares of FBCG stock, worth $8.14 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

157,832

Holding current value

$8.14 Million

% of portfolio

0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$35.12 - $48.24 $5.54 Million - $7.61 Million	157,832 New	157,832 $7.61 Million
Q1 2022 May 13, 2022	SELL	$26.34 - $35.01 $2.48 Million - $3.3 Million	-94,162 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$31.98 - $36.4 $623,450 - $709,618	19,495 Added 26.11%	94,162 $3.26 Million
Q3 2021 Nov 04, 2021	BUY	$31.56 - $34.62 $2.36 Million - $2.58 Million	74,667 New	74,667 $2.43 Million
Q2 2021 Aug 05, 2021	SELL	$28.42 - $32.6 $212,553 - $243,815	-7,479 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$27.72 - $31.7 $15,883 - $18,164	573 Added 8.3%	7,479 $224,000
Q4 2020 Jan 13, 2021	SELL	$23.92 - $28.77 $232,932 - $280,162	-9,738 Reduced 58.51%	6,906 $197,000
Q3 2020 Nov 12, 2020	BUY	$21.29 - $26.35 $354,350 - $438,569	16,644 New	16,644 $410,000

Others Institutions Holding FBCG

# of Institutions

215

Shares Held

50.1M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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Sowell Financial Services LLC Fidelity Covington Tr Blue Chi Transaction History