Sowell Financial Services LLC Closed Holding Positions

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CPRT
Copart Inc

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
582
$112.61 - $133.61 $65.5K - $77.8K
VV
Vanguard Large Cap ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
5,134
$187.36 - $200.75 $962K - $1.03M
GH
Guardant Health, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
894
$109.77 - $165.68 $98.1K - $148K
SLAB
Silicon Laboratories Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
1,298
$122.93 - $154.6 $160K - $201K
Anaplan Inc Com
Q2 2021 Filed on Aug 05, 2021
2,884
N/A
H
Hyatt Hotels Corp

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
510
$75.34 - $86.12 $38.4K - $43.9K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
Q2 2021 Filed on Aug 05, 2021
3,447
$38.77 - $57.97 $134K - $200K
SWN
Southwestern Energy CO

Energy
Q2 2021 Filed on Aug 05, 2021
31,563
$3.91 - $5.75 $123K - $181K
MRKR
Marker Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
500
$1.88 - $3.56 $940 - $1.78K
EQC
Equity Commonwealth

Real Estate
Q2 2021 Filed on Aug 05, 2021
15,962
$26.2 - $28.95 $418K - $462K
STNE
Stone Co Ltd.

Technology
Q2 2021 Filed on Aug 05, 2021
2,274
$56.15 - $70.42 $128K - $160K
CZA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 05, 2021
263
$84.93 - $91.75 $22.3K - $24.1K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
306
$26.68 - $32.62 $8.16K - $9.98K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
698
$311.22 - $384.07 $217K - $268K
LIN
Linde PLC

Basic Materials
Q2 2021 Filed on Aug 05, 2021
1,287
$280.84 - $302.26 $361K - $389K
ACA
Arcosa, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
142
$56.07 - $65.81 $7.96K - $9.35K
Coresite Rlty Corp Com
Q2 2021 Filed on Aug 05, 2021
1,436
N/A
MCR
Mfs Charter Income Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
377
$8.48 - $8.96 $3.2K - $3.38K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
373
$118.29 - $130.39 $44.1K - $48.6K
NCR
Ncr Corp

Technology
Q2 2021 Filed on Aug 05, 2021
4,089
$37.94 - $49.4 $155K - $202K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2021 Filed on Aug 05, 2021
23,372
$30.66 - $32.17 $717K - $752K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
Q2 2021 Filed on Aug 05, 2021
984
$51.33 - $51.53 $50.5K - $50.7K
ENV
Envestnet, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
20
$65.18 - $79.49 $1.3K - $1.59K
HR
Healthcare Realty Trust Inc

Real Estate
Q2 2021 Filed on Aug 05, 2021
21
$26.7 - $29.52 $561 - $620
ELD
Wisdomtree Emerging Local Debt

ETFs
Q2 2021 Filed on Aug 05, 2021
2,877
$32.17 - $33.48 $92.6K - $96.3K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q2 2021 Filed on Aug 05, 2021
1,433
$7.32 - $7.92 $10.5K - $11.3K
NSC
Norfolk Southern Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
1,494
$261.43 - $290.35 $391K - $434K
OGE
Oge Energy Corp.

Utilities
Q2 2021 Filed on Aug 05, 2021
10,739
$32.2 - $35.45 $346K - $381K
BXP
Boston Properties Inc

Real Estate
Q2 2021 Filed on Aug 05, 2021
26
$103.81 - $124.03 $2.7K - $3.22K
KIM
Kimco Realty Corp

Real Estate
Q2 2021 Filed on Aug 05, 2021
8,368
$19.05 - $22.24 $159K - $186K
MAC
Macerich CO

Real Estate
Q2 2021 Filed on Aug 05, 2021
7
$11.86 - $18.49 $83 - $129
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
3,756
$49.38 - $59.5 $185K - $223K
UDR
Udr, Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
784
$43.81 - $50.29 $34.3K - $39.4K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q2 2021 Filed on Aug 05, 2021
128
$41.28 - $48.6 $5.28K - $6.22K
BIG
Big Lots Inc

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
1,857
$60.94 - $72.31 $113K - $134K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
315
$177.72 - $186.68 $56K - $58.8K
VIS
Vanguard Industrial ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
223
$190.53 - $201.98 $42.5K - $45K
POOL
Pool Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
240
$351.57 - $465.04 $84.4K - $112K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q2 2021 Filed on Aug 05, 2021
3,323
$56.16 - $56.92 $187K - $189K
PPT
Putnam Premier Income Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
4,167
$4.62 - $4.82 $19.3K - $20.1K
Soliton Inc Com
Q2 2021 Filed on Aug 05, 2021
500
N/A
THO
Thor Industries Inc

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
279
$104.35 - $146.76 $29.1K - $40.9K
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
16,000
$4.17 - $4.3 $66.7K - $68.8K
AYI
Acuity Brands Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
51
$166.99 - $193.11 $8.52K - $9.85K
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
6,924
$44.21 - $52.45 $306K - $363K
MGF
Mfs Government Markets Income Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
2,800
$4.3 - $4.45 $12K - $12.5K
CSL
Carlisle Companies Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
2,997
$167.05 - $196.27 $501K - $588K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q2 2021 Filed on Aug 05, 2021
4,903
$135.29 - $149.4 $663K - $733K
SWAV
Shockwave Medical, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
150
$131.45 - $201.49 $19.7K - $30.2K
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