Sowell Financial Services LLC Global X Fds Global X Social M Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$36.21 - $54.05 $864,767 - $1.29 Million	-23,882 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$52.14 - $65.88 $84,049 - $106,198	-1,612 Reduced 6.32%	23,882 $1.29 Million
Q3 2021 Nov 04, 2021	BUY	$60.12 - $72.08 $98,897 - $118,571	1,645 Added 6.9%	25,494 $1.55 Million
Q2 2021 Aug 05, 2021	BUY	$61.41 - $72.64 $83,824 - $99,153	1,365 Added 6.07%	23,849 $1.73 Million
Q1 2021 May 07, 2021	BUY	$62.15 - $78.16 $1.25 Million - $1.57 Million	20,087 Added 838.01%	22,484 $1.48 Million
Q4 2020 Jan 13, 2021	BUY	$49.16 - $62.24 $44,096 - $55,829	897 Added 59.8%	2,397 $148,000
Q3 2020 Nov 12, 2020	BUY	$43.62 - $51.75 $21,810 - $25,875	500 Added 50.0%	1,500 $73,000
Q3 2019 Nov 14, 2019	BUY	$31.8 - $34.35 $31,800 - $34,350	1,000 New	1,000 $32,000

Others Institutions Holding SOCL

# of Institutions

48

Shares Held

1.2M

Call Options Held

0

Put Options Held

5.2K

Daiwa Securities Group Inc. Tokyo, M0

365K
Shares

$17.9 Million
0.07% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

294K
Shares

$14.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

215K
Shares

$10.5 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

55.4K
Shares

$2.71 Million
0.0% of portfolio
Morgan Stanley New York, NY

52.9K
Shares

$2.59 Million
0.0% of portfolio

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