Sowell Financial Services LLC Closed Holding Positions

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2021 Filed on Aug 05, 2021
7
$158.58 - $193.25 $1.11K - $1.35K
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
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
BDC
Belden Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
168
$41.97 - $54.72 $7.05K - $9.19K
FSS
Federal Signal Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
27
$38.6 - $43.61 $1.04K - $1.18K
HWC
Hancock Whitney Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
156
$40.8 - $50.28 $6.36K - $7.84K
NVR
Nvr Inc

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
18
$4602.94 - $5215.81 $82.9K - $93.9K
SBNY
Signature Bank Corp

Financial Services
Q2 2021 Filed on Aug 05, 2021
128
$219.23 - $258.35 $28.1K - $33.1K
MAT
Mattel Inc

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
10
$19.33 - $22.29 $193 - $223
Stamps Com Inc Com New
Q2 2021 Filed on Aug 05, 2021
127
N/A
TWNK
Hostess Brands, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
589
$14.52 - $16.56 $8.55K - $9.75K
ASH
Ashland Global Holdings Inc

Basic Materials
Q2 2021 Filed on Aug 05, 2021
3
$84.26 - $95.4 $253 - $286
EMGF
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Aug 05, 2021
772
$51.56 - $55.13 $39.8K - $42.6K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
148
$29.65 - $33.49 $4.39K - $4.96K
CNDT
Conduent Inc

Technology
Q2 2021 Filed on Aug 05, 2021
734
$6.6 - $8.31 $4.84K - $6.1K
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