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
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
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
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
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
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
J
Jacobs Engineering Group Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
419
$129.68 - $143.4 $54.3K - $60.1K
NRG
Nrg Energy, Inc.

Utilities
Q2 2021 Filed on Aug 05, 2021
1,204
$32.15 - $40.84 $38.7K - $49.2K
TWTR
Twitter, Inc.

Communication Services
Q2 2021 Filed on Aug 05, 2021
11,134
$50.11 - $72.45 $558K - $807K
TWOU
2 U, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
667
$33.92 - $42.69 $22.6K - $28.5K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q2 2021 Filed on Aug 05, 2021
2,839
$26.94 - $27.73 $76.5K - $78.7K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
8,517
$25.99 - $29.34 $221K - $250K
PII
Polaris Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
1,136
$123.8 - $146.45 $141K - $166K
IGHG
Proshares Investment Grade Int

ETFs
Q2 2021 Filed on Aug 05, 2021
908
$75.7 - $76.75 $68.7K - $69.7K
RHI
Robert Half International Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
3,318
$77.66 - $91.43 $258K - $303K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
869
$69.38 - $86.75 $60.3K - $75.4K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2021 Filed on Aug 05, 2021
1,059
$97.54 - $103.68 $103K - $110K
WBT
Welbilt, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
3,748
$15.48 - $24.8 $58K - $93K
GRMN
Garmin LTD

Technology
Q2 2021 Filed on Aug 05, 2021
573
$132.51 - $145.38 $75.9K - $83.3K
KSS
Kohls Corp

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
1,149
$50.49 - $64.06 $58K - $73.6K
NTRS
Northern Trust Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
3,909
$105.63 - $121.5 $413K - $475K
SP
Sp Plus Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
256
$30.59 - $35.54 $7.83K - $9.1K
Veeco Instrs Inc Del 2.7 01/15/2023
Q2 2021 Filed on Aug 05, 2021
65,000
N/A
Verint Systems Inc 1.5 06/01/2021
Q2 2021 Filed on Aug 05, 2021
15,000
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
6,771
$60.13 - $73.74 $407K - $499K
ALGN
Align Technology Inc

Healthcare
Q2 2021 Filed on Aug 05, 2021
574
$545.05 - $621.76 $313K - $357K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
1,861
$92.89 - $101.73 $173K - $189K
CNC
Centene Corp

Healthcare
Q2 2021 Filed on Aug 05, 2021
2,665
$59.49 - $74.31 $159K - $198K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
7,893
$107.46 - $124.58 $848K - $983K
CVI
Cvr Energy Inc

Energy
Q2 2021 Filed on Aug 05, 2021
484
$17.34 - $23.44 $8.39K - $11.3K
FMC
Fmc Corp

Basic Materials
Q2 2021 Filed on Aug 05, 2021
6,870
$108.2 - $121.83 $743K - $837K
FICO
Fair Isaac Corp

Technology
Q2 2021 Filed on Aug 05, 2021
307
$466.16 - $544.42 $143K - $167K
Ferrellgas Partners L.P. Unit LTD Part
Q2 2021 Filed on Aug 05, 2021
147
N/A
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Aug 05, 2021
1,664
$75.58 - $81.4 $126K - $135K
FFBC
First Financial Bancorp

Financial Services
Q2 2021 Filed on Aug 05, 2021
272
$23.35 - $26.02 $6.35K - $7.08K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2021 Filed on Aug 05, 2021
202
$110.48 - $128.38 $22.3K - $25.9K
FNY
First Trust Mid Cap Growth Alp
Q2 2021 Filed on Aug 05, 2021
631
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
11
$55.48 - $65.82 $610 - $724
GNUS
Genius Brands International, Inc.

Communication Services
Q2 2021 Filed on Aug 05, 2021
14,241
$1.37 - $2.13 $19.5K - $30.3K
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email