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
WLY
John Wiley & Sons, Inc.

Communication Services
Q1 2020 Filed on May 12, 2020
26
$31.6 - $49.41 $822 - $1.28K
Stein Mart Inc Com
Q1 2020 Filed on May 12, 2020
5,650
N/A
Macquarie Infrastructure Corp 10/01/2023
Q1 2020 Filed on May 12, 2020
15,000
N/A
ASTE
Astec Industries Inc

Industrials
Q1 2020 Filed on May 12, 2020
130
$27.54 - $45.97 $3.58K - $5.98K
Rosetta Stone Inc Com
Q1 2020 Filed on May 12, 2020
12,111
N/A
LAUR
Laureate Education, Inc.

Consumer Defensive
Q1 2020 Filed on May 12, 2020
60
$7.98 - $21.62 $479 - $1.3K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
162
$14.86 - $36.04 $2.41K - $5.84K
HCC
Warrior Met Coal, Inc.

Basic Materials
Q1 2020 Filed on May 12, 2020
55
$9.98 - $23.48 $549 - $1.29K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
41
$27.16 - $57.7 $1.11K - $2.37K
ADUS
Addus Home Care Corp

Healthcare
Q1 2020 Filed on May 12, 2020
9
$48.4 - $103.82 $436 - $934
Jpmorgan Betabuilders Europe ETF
Q1 2020 Filed on May 12, 2020
350
N/A
Jpmorgan Betabuilders Japan ETF
Q1 2020 Filed on May 12, 2020
374
N/A
Jpmorgan Betabuilders Canada ETF
Q1 2020 Filed on May 12, 2020
269
N/A
Jpmorgan Betabuilders Developed Asia Ex Japan ETF
Q1 2020 Filed on May 12, 2020
122
N/A
BKU
Bank United, Inc.

Financial Services
Q1 2020 Filed on May 12, 2020
52
$15.63 - $36.55 $813 - $1.9K
Velocityshares 3 X Long Natural Gas Etn Linked To The S&P Gsci Natural Gas I
Q1 2020 Filed on May 12, 2020
62
N/A
Pretium Res Inc Com
Q1 2020 Filed on May 12, 2020
200
N/A
Vaneck Vectors Oil Services ETF
Q1 2020 Filed on May 12, 2020
117,733
N/A
OI
O I Glass, Inc.

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
71
$4.64 - $14.86 $329 - $1.06K
Nuance Communications Inc 11/01/2031
Q1 2020 Filed on May 12, 2020
20,000
N/A
Tortoise Energy Independenc Fd Com
Q1 2020 Filed on May 12, 2020
1,679
N/A
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 12, 2020
720
$9.41 - $17.59 $6.78K - $12.7K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q1 2020 Filed on May 12, 2020
14
$5.34 - $10.35 $74.8 - $145
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2020 Filed on May 12, 2020
1,350
$28.05 - $43.64 $37.9K - $58.9K
Columbia Ppty Tr Inc Com New
Q1 2020 Filed on May 12, 2020
31
N/A
Direxion Daily Financial Bear 3 X Shares
Q1 2020 Filed on May 12, 2020
96
N/A
KMDA
Kamada LTD

Healthcare
Q1 2020 Filed on May 12, 2020
1,000
$4.56 - $7.13 $4.56K - $7.13K
Tivo Corp Com
Q1 2020 Filed on May 12, 2020
50
N/A
SITE
Site One Landscape Supply, Inc.

Industrials
Q1 2020 Filed on May 12, 2020
19
$57.19 - $117.19 $1.09K - $2.23K
FFIN
First Financial Bankshares Inc

Financial Services
Q1 2020 Filed on May 12, 2020
28
$23.52 - $35.16 $659 - $984
VRNS
Varonis Systems Inc

Technology
Q1 2020 Filed on May 12, 2020
24
$17.06 - $30.88 $409 - $741
RFV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 12, 2020
50
$33.82 - $68.86 $1.69K - $3.44K
TBPH
Theravance Biopharma, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
2,572
$17.84 - $31.21 $45.9K - $80.3K
Companhia Brasileira De Distrb Spn Adr Pfd Cl A
Q1 2020 Filed on May 12, 2020
718
N/A
Spdr S&P Oil & Gas Exploration & Production ETF
Q1 2020 Filed on May 12, 2020
985
N/A
Proshares Ultra Oil & Gas
Q1 2020 Filed on May 12, 2020
6
N/A
CMPR
Cimpress PLC

Communication Services
Q1 2020 Filed on May 12, 2020
15
$46.5 - $125.71 $698 - $1.89K
DBAW
Xtrackers Msci All World Ex Us

ETFs
Q1 2020 Filed on May 12, 2020
1,426
$20.59 - $30.03 $29.4K - $42.8K
Cincinnati Bell Inc New Com New
Q1 2020 Filed on May 12, 2020
60
N/A
Iberiabank Corp Com
Q1 2020 Filed on May 12, 2020
22
N/A
CGRN
Capstone Green Energy Corp

Industrials
Q1 2020 Filed on May 12, 2020
2
$1.07 - $3.63 $2.14 - $7.26
Nuance Communications Inc 11/01/2035
Q1 2020 Filed on May 12, 2020
15,000
N/A
FDM
First Trust Dow Jones Select M

ETFs
Q1 2020 Filed on May 12, 2020
2,000
$27.16 - $50.7 $54.3K - $101K
Twitter Inc 09/15/2021
Q1 2020 Filed on May 12, 2020
25,000
N/A
Celgene Corp Com
Q4 2019 Filed on Feb 07, 2020
2,014
N/A
Healthpeak Pptys Inc Com
Q4 2019 Filed on Feb 07, 2020
117,877
N/A
Ishares Ibonds Dec 2019 Term Corporate ETF
Q4 2019 Filed on Feb 07, 2020
5,740
N/A
Blackrock Munic Incm Invst Tr Sh Ben Int
Q4 2019 Filed on Feb 07, 2020
31,817
N/A
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q4 2019 Filed on Feb 07, 2020
31,494
$13.09 - $13.46 $412K - $424K
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