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
ITGR
Integer Holdings Corp

Healthcare
Q2 2021 Filed on Aug 05, 2021
10
$85.84 - $95.9 $858 - $959
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2021 Filed on Aug 05, 2021
1,847
$67.52 - $70.92 $125K - $131K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
304
$148.6 - $174.86 $45.2K - $53.2K
HRL
Hormel Foods Corp

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
743
$45.95 - $49.64 $34.1K - $36.9K
THG
Hanover Insurance Group, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
2,787
$129.83 - $142.8 $362K - $398K
UHAL
Amerco

Industrials
Q2 2021 Filed on Aug 05, 2021
1,032
$526.51 - $632.0 $543K - $652K
BLKB
Blackbaud Inc

Technology
Q2 2021 Filed on Aug 05, 2021
492
$65.98 - $79.02 $32.5K - $38.9K
CVBF
Cvb Financial Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
200
$20.59 - $22.82 $4.12K - $4.56K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
180
$97.2 - $137.59 $17.5K - $24.8K
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
4
$154.05 - $177.47 $616 - $710
Talend S A Ads
Q2 2021 Filed on Aug 05, 2021
262
N/A
FTS
Fortis Inc.

Utilities
Q2 2021 Filed on Aug 05, 2021
182
$43.4 - $46.74 $7.9K - $8.51K
INTF
Ishares Tr

ETFs
Q2 2021 Filed on Aug 05, 2021
564
$29.11 - $31.55 $16.4K - $17.8K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
1,081
$180.5 - $208.59 $195K - $225K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2021 Filed on Aug 05, 2021
1,661
$54.04 - $56.17 $89.8K - $93.3K
MEDP
Medpace Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
23
$158.62 - $194.3 $3.65K - $4.47K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
1,178
$12.6 - $13.51 $14.8K - $15.9K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q2 2021 Filed on Aug 05, 2021
77
$100.15 - $106.35 $7.71K - $8.19K
TTEK
Tetra Tech Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
117
$116.17 - $143.73 $13.6K - $16.8K
WAT
Waters Corp

Healthcare
Q2 2021 Filed on Aug 05, 2021
243
$284.72 - $346.95 $69.2K - $84.3K
IGRO
Ishares Tr International Divid

ETFs
Q2 2021 Filed on Aug 05, 2021
500
$65.51 - $69.69 $32.8K - $34.8K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q2 2021 Filed on Aug 05, 2021
248
$94.42 - $99.78 $23.4K - $24.7K
SLF
Sun Life Financial Inc

Financial Services
Q2 2021 Filed on Aug 05, 2021
1,024
$50.05 - $54.71 $51.3K - $56K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
401
$117.83 - $118.68 $47.2K - $47.6K
OSK
Oshkosh Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
733
$116.92 - $136.92 $85.7K - $100K
EVBG
Everbridge, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
468
$110.28 - $143.72 $51.6K - $67.3K
FDMO
Fidelity Covington Tr Momentum

ETFs
Q2 2021 Filed on Aug 05, 2021
4,120
$44.71 - $48.66 $184K - $200K
ASIX
Advan Six Inc.

Basic Materials
Q2 2021 Filed on Aug 05, 2021
18
$27.25 - $32.75 $491 - $590
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q2 2021 Filed on Aug 05, 2021
6,902
$45.24 - $48.4 $312K - $334K
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
184
$40.55 - $52.55 $7.46K - $9.67K
FRC
First Republic Bank

Financial Services
Q2 2021 Filed on Aug 05, 2021
43
$167.47 - $195.03 $7.2K - $8.39K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
69
$14.86 - $15.95 $1.03K - $1.1K
SBAC
Sba Communications Corp

Real Estate
Q2 2021 Filed on Aug 05, 2021
646
$275.69 - $322.84 $178K - $209K
MNRO
Monro, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
20
$61.13 - $71.4 $1.22K - $1.43K
NDSN
Nordson Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
747
$198.98 - $224.16 $149K - $167K
ROCK
Gibraltar Industries, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
21
$73.38 - $95.65 $1.54K - $2.01K
TYL
Tyler Technologies Inc

Technology
Q2 2021 Filed on Aug 05, 2021
8
$387.29 - $455.73 $3.1K - $3.65K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Aug 05, 2021
843
$93.66 - $139.27 $79K - $117K
CORT
Corcept Therapeutics Inc

Healthcare
Q2 2021 Filed on Aug 05, 2021
792
$19.97 - $24.43 $15.8K - $19.3K
SMB
Vaneck Short Muni ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
7,352
$18.0 - $18.11 $132K - $133K
IRTC
I Rhythm Technologies, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
70
$61.8 - $137.21 $4.33K - $9.6K
ADNT
Adient PLC

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
40
$41.04 - $52.93 $1.64K - $2.12K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
1,312
$15.5 - $16.32 $20.3K - $21.4K
SNX
Td Synnex Corp

Technology
Q2 2021 Filed on Aug 05, 2021
2,492
$115.06 - $129.5 $287K - $323K
FBIZ
First Business Financial Services, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
1,387
$24.0 - $28.01 $33.3K - $38.8K
BL
Blackline, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
1,307
$100.14 - $121.14 $131K - $158K
TZOO
Travelzoo

Communication Services
Q2 2021 Filed on Aug 05, 2021
27
$14.04 - $18.34 $379 - $495
NHI
National Health Investors Inc

Real Estate
Q2 2021 Filed on Aug 05, 2021
30
$65.14 - $74.85 $1.95K - $2.25K
SVC
Service Properties Trust

Real Estate
Q2 2021 Filed on Aug 05, 2021
496
$10.63 - $14.83 $5.27K - $7.36K
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