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
NKLA
Nikola Corp

Industrials
Q3 2021 Filed on Nov 04, 2021
12,434
$9.09 - $16.99 $113K - $211K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
Q3 2021 Filed on Nov 04, 2021
14,728
$15.68 - $17.4 $231K - $256K
PXI
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
13,997
$21.98 - $31.53 $308K - $441K
ICFI
Icf International, Inc.

Industrials
Q3 2021 Filed on Nov 04, 2021
11,812
$87.05 - $95.46 $1.03M - $1.13M
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q3 2021 Filed on Nov 04, 2021
10,692
$109.27 - $129.35 $1.17M - $1.38M
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
41,201
$20.74 - $32.03 $855K - $1.32M
ICHR
Ichor Holdings, Ltd.

Technology
Q3 2021 Filed on Nov 04, 2021
13,738
$39.23 - $53.15 $539K - $730K
Proshares Ultrapro Short Qqq
Q3 2021 Filed on Nov 04, 2021
21,976
N/A
RKT
Rocket Companies, Inc.

Financial Services
Q3 2021 Filed on Nov 04, 2021
11,298
$16.04 - $19.26 $181K - $218K
UCTT
Ultra Clean Holdings, Inc.

Technology
Q3 2021 Filed on Nov 04, 2021
17,157
$39.72 - $54.13 $681K - $929K
UWM
Proshares Ultra Russell 2000

ETFs
Q3 2021 Filed on Nov 04, 2021
11,820
$50.69 - $60.89 $599K - $720K
INFY
Infosys LTD

Technology
Q3 2021 Filed on Nov 04, 2021
10,842
$20.64 - $24.1 $224K - $261K
CHIQ
Global X Msci China Consumer D

ETFs
Q3 2021 Filed on Nov 04, 2021
45,014
$27.52 - $34.74 $1.24M - $1.56M
AVTR
Avantor, Inc.

Basic Materials
Q3 2021 Filed on Nov 04, 2021
10,083
$35.36 - $44.01 $357K - $444K
INFU
Infu System Holdings, Inc

Healthcare
Q3 2021 Filed on Nov 04, 2021
57,661
$12.74 - $21.49 $735K - $1.24M
TGLS
Tecnoglass Inc.

Basic Materials
Q3 2021 Filed on Nov 04, 2021
12,323
$17.55 - $24.6 $216K - $303K
MVBF
Mvb Financial Corp

Financial Services
Q3 2021 Filed on Nov 04, 2021
37,246
$38.32 - $44.11 $1.43M - $1.64M
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 04, 2021
10,484
$19.24 - $33.5 $202K - $351K
OR
Osisko Gold Royalties LTD

Basic Materials
Q3 2021 Filed on Nov 04, 2021
64,843
$11.07 - $14.0 $718K - $908K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
514
$78.08 - $95.23 $40.1K - $48.9K
ALPN
Alpine Immune Sciences, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
10
$8.81 - $15.03 $88.1 - $150
BFOR
Alps ETF Tr Barrons 400 ETF
Q2 2021 Filed on Aug 05, 2021
3,700
N/A
AMX
America Movil Sab De Cv

Communication Services
Q2 2021 Filed on Aug 05, 2021
529
$13.69 - $16.38 $7.24K - $8.67K
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,465
$259.0 - $414.71 $379K - $608K
BCC
Boise Cascade CO

Basic Materials
Q2 2021 Filed on Aug 05, 2021
171
$56.09 - $75.5 $9.59K - $12.9K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
6,309
$7.83 - $9.09 $49.4K - $57.3K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
6,792
$83.05 - $89.89 $564K - $611K
CMS
Cms Energy Corp

Utilities
Q2 2021 Filed on Aug 05, 2021
5,022
$58.12 - $65.27 $292K - $328K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2021 Filed on Aug 05, 2021
56
$147.48 - $170.97 $8.26K - $9.57K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
6,733
$14.06 - $14.46 $94.7K - $97.4K
ETR
Entergy Corp

Utilities
Q2 2021 Filed on Aug 05, 2021
5,510
$99.64 - $109.29 $549K - $602K
MDIV
First Trust Multi Asset Divers

ETFs
Q2 2021 Filed on Aug 05, 2021
620
$16.28 - $17.39 $10.1K - $10.8K
Ishares Comex Gold Trust
Q2 2021 Filed on Aug 05, 2021
292,727
N/A
Ishares Ibonds Dec 2021 Term Corporate ETF
Q2 2021 Filed on Aug 05, 2021
86
N/A
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
949
$288.93 - $318.08 $274K - $302K
LEN
Lennar Corp

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
324
$91.14 - $108.05 $29.5K - $35K
MCO
Moodys Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
205
$306.31 - $366.34 $62.8K - $75.1K
MSI
Motorola Solutions, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
463
$185.27 - $217.01 $85.8K - $100K
Pra Health Sciences Inc Com
Q2 2021 Filed on Aug 05, 2021
14
N/A
Prospect Cap Corp 4.95 07/15/2022
Q2 2021 Filed on Aug 05, 2021
18,000
N/A
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
11,147
$8.1 - $8.86 $90.3K - $98.8K
Santander Consumer Usa Hldgs I Com
Q2 2021 Filed on Aug 05, 2021
7,269
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2021 Filed on Aug 05, 2021
959
$162.74 - $186.75 $156K - $179K
GIM
Templeton Global Income Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
8,630
$5.32 - $5.67 $45.9K - $48.9K
TXT
Textron Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
2,247
$56.88 - $70.28 $128K - $158K
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
1,402
$150.59 - $185.2 $211K - $260K
EXP
Eagle Materials Inc

Basic Materials
Q2 2021 Filed on Aug 05, 2021
11
$135.28 - $152.59 $1.49K - $1.68K
FFIV
F5, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
29
$174.96 - $215.35 $5.07K - $6.25K
J
Jacobs Engineering Group Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
419
$129.68 - $143.4 $54.3K - $60.1K
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