Sowell Financial Services LLC Closed Holding Positions

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
376
$13.28 - $13.7 $4.99K - $5.15K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
105
$13.84 - $14.27 $1.45K - $1.5K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
439
$223.87 - $314.73 $98.3K - $138K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
Q2 2021 Filed on Aug 05, 2021
308
$83.85 - $89.41 $25.8K - $27.5K
OHI
Omega Healthcare Investors Inc

Real Estate
Q2 2021 Filed on Aug 05, 2021
309
$34.86 - $39.16 $10.8K - $12.1K
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,221
$65.78 - $105.02 $80.3K - $128K
Tcf Finl Corp Com
Q2 2021 Filed on Aug 05, 2021
5,065
N/A
CSM
Proshares Large Cap Core Plus

ETFs
Q2 2021 Filed on Aug 05, 2021
310
$46.13 - $49.65 $14.3K - $15.4K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2021 Filed on Aug 05, 2021
400
$25.73 - $26.03 $10.3K - $10.4K
APPN
Appian Corp

Technology
Q2 2021 Filed on Aug 05, 2021
698
$77.49 - $149.22 $54.1K - $104K
Arena Pharmaceuticals Inc Com New
Q2 2021 Filed on Aug 05, 2021
185
N/A
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
9
$12.17 - $15.61 $110 - $140
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
2,851
$23.72 - $26.94 $67.6K - $76.8K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
Q2 2021 Filed on Aug 05, 2021
2,058
$34.23 - $37.26 $70.4K - $76.7K
EMX
Emx Royalty Corp

Basic Materials
Q2 2021 Filed on Aug 05, 2021
500
$2.91 - $3.6 $1.46K - $1.8K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
2,420
$43.52 - $49.42 $105K - $120K
WNS
Wns (Holdings) LTD

Technology
Q2 2021 Filed on Aug 05, 2021
5,321
$67.79 - $81.13 $361K - $432K
Micro Focus Intl PLC Spon Adr New
Q2 2021 Filed on Aug 05, 2021
38
N/A
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
270
$2.81 - $6.93 $759 - $1.87K
IBN
Icici Bank LTD

Financial Services
Q2 2021 Filed on Aug 05, 2021
6,272
$14.37 - $18.17 $90.1K - $114K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Aug 05, 2021
2,709
$284.18 - $459.25 $770K - $1.24M
BKI
Black Knight, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
107
$71.0 - $78.27 $7.6K - $8.37K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
Q2 2021 Filed on Aug 05, 2021
41
$25.77 - $26.08 $1.06K - $1.07K
ASTC
Astrotech Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
20
$1.06 - $2.21 $21.2 - $44.2
CARG
Car Gurus, Inc.

Communication Services
Q2 2021 Filed on Aug 05, 2021
179
$23.71 - $28.73 $4.24K - $5.14K
AIEQ
ETF Managers Tr Ai Powered Equ
Q2 2021 Filed on Aug 05, 2021
88
N/A
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,635
$251.87 - $278.14 $412K - $455K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
174
$210.58 - $252.95 $36.6K - $44K
Hexo Corp Com New
Q2 2021 Filed on Aug 05, 2021
762
N/A
WBS
Webster Financial Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
4,310
$50.55 - $57.93 $218K - $250K
ONB
Old National Bancorp

Financial Services
Q2 2021 Filed on Aug 05, 2021
322
$17.61 - $19.61 $5.67K - $6.31K
SHAG
Wisdomtree Yield Enhanced U.S.
Q2 2021 Filed on Aug 05, 2021
970
N/A
HFRO
Highland Income Fund\Ma

Financial Services
Q2 2021 Filed on Aug 05, 2021
122
$9.92 - $12.05 $1.21K - $1.47K
PIPR
Piper Sandler Companies

Financial Services
Q2 2021 Filed on Aug 05, 2021
11
$112.45 - $135.11 $1.24K - $1.49K
TREX
Trex CO Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
1,476
$93.91 - $109.95 $139K - $162K
GFF
Griffon Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
1,587
$25.17 - $28.69 $39.9K - $45.5K
INDY
Ishares India 50 ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
500
$41.99 - $47.67 $21K - $23.8K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
84
$39.25 - $66.1 $3.3K - $5.55K
UMBF
Umb Financial Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
68
$88.57 - $99.55 $6.02K - $6.77K
AOS
Smith A O Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
1,615
$66.05 - $72.25 $107K - $117K
UGI
Ugi Corp

Utilities
Q2 2021 Filed on Aug 05, 2021
5,659
$41.25 - $47.88 $233K - $271K
JKHY
Henry Jack & Associates Inc

Technology
Q2 2021 Filed on Aug 05, 2021
1,909
$153.58 - $169.59 $293K - $324K
TFX
Teleflex Inc

Healthcare
Q2 2021 Filed on Aug 05, 2021
74
$385.96 - $443.85 $28.6K - $32.8K
MCY
Mercury General Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
706
$57.88 - $67.87 $40.9K - $47.9K
BHE
Benchmark Electronics Inc

Technology
Q2 2021 Filed on Aug 05, 2021
167
$28.46 - $32.21 $4.75K - $5.38K
CARS
Cars.Com Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
1,299
$12.87 - $15.23 $16.7K - $19.8K
Goldman Sachs Bdc Inc 4.5 04/01/2022
Q2 2021 Filed on Aug 05, 2021
65,000
N/A
LFVN
Lifevantage Corp

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
1,139
$6.9 - $9.59 $7.86K - $10.9K
LECO
Lincoln Electric Holdings Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
23
$120.23 - $134.9 $2.77K - $3.1K
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