Sowell Financial Services LLC SCHWAB CHARLES FAMILY FD Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Number of Shares
3,861,766
Previous 5,067,135 23.79%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
SELL
N/A
-1,205,369 Reduced 23.79%
3,861,766 $0
Q2 2024

Aug 13, 2024
BUY
N/A
790,823 Added 18.49%
5,067,135 $0
Q1 2024

May 03, 2024
BUY
N/A
20,566 Added 0.48%
4,276,312 $0
Q4 2023

Jan 24, 2024
SELL
N/A
-40,919 Reduced 0.95%
4,255,746 $0
Q3 2023

Nov 08, 2023
BUY
N/A
4,296,665 New
4,296,665 $0
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