Sowell Financial Services LLC Timothy Plan U S Large/Mid Cap Transaction History

Sowell Financial Services LLC

$2.56 Billion
Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Sowell Financial Services LLC holds 64,046 shares of TPLC stock, worth $2.89 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

64,046

Previous 64,200 0.24%

Holding current value

$2.89 Million

Previous $2.97 Million 2.73%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$44.97 - $46.55 $6,925 - $7,168	-154 Reduced 0.24%	64,046 $2.89 Million
Q3 2025 Oct 17, 2025	BUY	$44.8 - $46.43 $2.88 Million - $2.98 Million	64,200 New	64,200 $2.97 Million
Q1 2022 May 13, 2022	SELL	$33.7 - $38.42 $626,011 - $713,689	-18,576 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$34.64 - $38.76 $113,238 - $126,706	-3,269 Reduced 14.96%	18,576 $719,000
Q3 2021 Nov 04, 2021	BUY	$34.47 - $36.96 $752,997 - $807,391	21,845 New	21,845 $761,000

Q2 2021 Aug 05, 2021	SELL	$33.24 - $35.14 $46,037 - $48,668	-1,385 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$30.45 - $32.91 $36,692 - $39,656	-1,205 Reduced 46.53%	1,385 $48,000
Q4 2020 Jan 13, 2021	BUY	$26.73 - $30.86 $31,113 - $35,921	1,164 Added 81.63%	2,590 $80,000
Q3 2020 Nov 12, 2020	BUY	$24.67 - $27.97 $35,179 - $39,885	1,426 New	1,426 $38,000

Others Institutions Holding TPLC

# of Institutions

Shares Held

3.11M

Call Options Held

Put Options Held

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About TIMOTHY PLAN U S LARGE/MID CAP

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Sowell Financial Services LLC Timothy Plan U S Large/Mid Cap Transaction History