A detailed history of Sowell Financial Services LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Sowell Financial Services LLC holds 118,661 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
118,661
Previous 112,270 5.69%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
N/A
6,391 Added 5.69%
118,661 $0
Q2 2025

Jul 11, 2025

BUY
N/A
65,600 Added 140.56%
112,270 $0
Q1 2025

Apr 17, 2025

SELL
N/A
-845 Reduced 1.78%
46,670 $0
Q4 2024

Feb 07, 2025

BUY
N/A
19,486 Added 69.52%
47,515 $0
Q3 2024

Oct 04, 2024

BUY
N/A
28,029 New
28,029 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
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.