Sowell Financial Services LLC Closed Holding Positions

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
1,600
$5.82 - $7.53 $9.31K - $12K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
676
$14.49 - $20.72 $9.8K - $14K
Marvell Technology Group LTD Ord
Q1 2021 Filed on May 07, 2021
4,724
N/A
Unilever N V N Y Shs New
Q1 2021 Filed on May 07, 2021
0
N/A
AAIC
Arlington Asset Investment Corp.

Real Estate
Q1 2021 Filed on May 07, 2021
500
$3.62 - $4.36 $1.81K - $2.18K
ATUS
Altice Usa, Inc.

Communication Services
Q1 2021 Filed on May 07, 2021
7,695
$32.42 - $37.83 $249K - $291K
Rlj Lodging Tr Cum Conv Pfd A
Q1 2021 Filed on May 07, 2021
600
N/A
AGO
Assured Guaranty LTD

Financial Services
Q1 2021 Filed on May 07, 2021
4,602
$30.73 - $45.32 $141K - $209K
NMRK
Newmark Group, Inc.

Real Estate
Q1 2021 Filed on May 07, 2021
286
$6.76 - $11.21 $1.93K - $3.21K
DVAX
Dynavax Technologies Corp

Healthcare
Q1 2021 Filed on May 07, 2021
102
$4.57 - $11.18 $466 - $1.14K
NTR
Nutrien Ltd.

Basic Materials
Q1 2021 Filed on May 07, 2021
292
$49.17 - $58.81 $14.4K - $17.2K
Ipath Series B S&P 500 Vix Short Term Futures Etn
Q1 2021 Filed on May 07, 2021
191,374
N/A
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 07, 2021
1,279
$42.57 - $69.58 $54.4K - $89K
EAF
Graftech International LTD

Industrials
Q1 2021 Filed on May 07, 2021
1,212
$9.55 - $12.99 $11.6K - $15.7K
Pluralsight Inc Com Cl A
Q1 2021 Filed on May 07, 2021
42
N/A
FOCS
Focus Financial Partners Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
1
$41.36 - $54.7 $41.4 - $54.7
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
126
$2.82 - $5.6 $355 - $706
HTLD
Heartland Express Inc

Industrials
Q1 2021 Filed on May 07, 2021
1,300
$17.98 - $19.76 $23.4K - $25.7K
Wyndham Destinations Inc Com
Q1 2021 Filed on May 07, 2021
88
N/A
Realpage Inc Com
Q1 2021 Filed on May 07, 2021
33
N/A
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q1 2021 Filed on May 07, 2021
341
$23.86 - $26.95 $8.14K - $9.19K
NEU
Newmarket Corp

Basic Materials
Q1 2021 Filed on May 07, 2021
33
$378.98 - $428.63 $12.5K - $14.1K
AIZ
Assurant, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
314
$122.77 - $144.71 $38.5K - $45.4K
Mohawk Group Hldgs Inc Com
Q1 2021 Filed on May 07, 2021
400
N/A
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on May 07, 2021
11
N/A
NMFC
New Mountain Finance Corp

Financial Services
Q1 2021 Filed on May 07, 2021
1,000
$11.36 - $13.39 $11.4K - $13.4K
AKR
Acadia Realty Trust

Real Estate
Q1 2021 Filed on May 07, 2021
30
$13.7 - $21.39 $411 - $642
Hms Hldgs Corp Com
Q1 2021 Filed on May 07, 2021
335
N/A
Eaton Vance Corp Com Non Vtg
Q1 2021 Filed on May 07, 2021
32
N/A
Wpx Energy Inc Com
Q1 2021 Filed on May 07, 2021
300
N/A
Domtar Corp Com New
Q1 2021 Filed on May 07, 2021
140
N/A
SLCA
U.S. Silica Holdings, Inc.

Energy
Q1 2021 Filed on May 07, 2021
1,000
$8.06 - $14.91 $8.06K - $14.9K
YELP
Yelp Inc

Communication Services
Q1 2021 Filed on May 07, 2021
208
$29.29 - $43.43 $6.09K - $9.03K
AEL
American Equity Investment Life Holding CO

Financial Services
Q1 2021 Filed on May 07, 2021
4,036
$26.72 - $32.46 $108K - $131K
SR
Spire Inc

Utilities
Q1 2021 Filed on May 07, 2021
500
$60.32 - $75.53 $30.2K - $37.8K
RING
Ishares Inc Msci Global Gold M

ETFs
Q1 2021 Filed on May 07, 2021
100
$25.8 - $32.1 $2.58K - $3.21K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
17
$103.11 - $146.29 $1.75K - $2.49K
Entercom Communications Corp Cl A
Q1 2021 Filed on May 07, 2021
56
N/A
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
19
$13.81 - $20.75 $262 - $394
Michaels Cos Inc Com
Q1 2021 Filed on May 07, 2021
112
N/A
JPI
Nuveen Preferred & Income Term Fund

Financial Services
Q1 2021 Filed on May 07, 2021
180
$23.58 - $25.01 $4.24K - $4.5K
China Mobile Limited Sponsored Adr
Q1 2021 Filed on May 07, 2021
903
N/A
Us Ecology Inc Com
Q1 2021 Filed on May 07, 2021
100
N/A
Sl Green Rlty Corp Com
Q1 2021 Filed on May 07, 2021
16
N/A
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q1 2021 Filed on May 07, 2021
21,066
$72.05 - $82.78 $1.52M - $1.74M
UNFI
United Natural Foods Inc

Consumer Defensive
Q1 2021 Filed on May 07, 2021
640
$16.24 - $39.24 $10.4K - $25.1K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
314
$19.33 - $37.75 $6.07K - $11.9K
HSC
Harsco Corp

Industrials
Q1 2021 Filed on May 07, 2021
278
$16.29 - $21.77 $4.53K - $6.05K
Allianzgi Dividend Int & Prmiu Com
Q1 2021 Filed on May 07, 2021
611
N/A
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