Sowell Financial Services LLC Closed Holding Positions

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AGCO
Agco Corp

Industrials
Q2 2021 Filed on Aug 05, 2021
6
$121.75 - $156.6 $731 - $940
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
9,379
$52.51 - $62.35 $492K - $585K
SHW
Sherwin Williams CO

Basic Materials
Q2 2021 Filed on Aug 05, 2021
1,096
$249.75 - $288.65 $274K - $316K
INVH
Invitation Homes Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
778
$32.35 - $37.95 $25.2K - $29.5K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q2 2021 Filed on Aug 05, 2021
407
$65.17 - $68.78 $26.5K - $28K
ORN
Orion Group Holdings Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
9,197
$5.39 - $6.29 $49.6K - $57.8K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q2 2021 Filed on Aug 05, 2021
902
$123.38 - $135.43 $111K - $122K
CMF
Ishares California Muni Bond E

ETFs
Q2 2021 Filed on Aug 05, 2021
1,000
$62.05 - $62.84 $62.1K - $62.8K
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2021 Filed on Aug 05, 2021
3,027
$75.32 - $84.85 $228K - $257K
UNIT
Uniti Group Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
3,131
$10.37 - $11.4 $32.5K - $35.7K
MRO
Marathon Oil Corp

Energy
Q2 2021 Filed on Aug 05, 2021
7,967
$10.11 - $14.07 $80.5K - $112K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
Q2 2021 Filed on Aug 05, 2021
1,620
$132.22 - $141.6 $214K - $229K
CRON
Cronos Group Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,000
$7.16 - $9.41 $7.16K - $9.41K
BHTG
Renovare Environmental, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
395
N/A
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q2 2021 Filed on Aug 05, 2021
7,167
$57.58 - $64.67 $413K - $463K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
7,399
$36.47 - $38.55 $270K - $285K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2021 Filed on Aug 05, 2021
2,321
$43.8 - $45.14 $102K - $105K
GORO
Gold Resource Corp

Basic Materials
Q2 2021 Filed on Aug 05, 2021
103
$2.52 - $3.01 $260 - $310
PUMP
Pro Petro Holding Corp.

Energy
Q2 2021 Filed on Aug 05, 2021
490
$9.02 - $11.56 $4.42K - $5.66K
DXC
Dxc Technology CO

Technology
Q2 2021 Filed on Aug 05, 2021
6,811
$30.83 - $41.42 $210K - $282K
AYX
Alteryx, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
780
$74.91 - $89.41 $58.4K - $69.7K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
472
$98.0 - $111.34 $46.3K - $52.6K
SNDR
Schneider National, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
49
$21.29 - $26.43 $1.04K - $1.3K
AXON
Axon Enterprise, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
3,392
$123.43 - $176.8 $419K - $600K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
376
$13.28 - $13.7 $4.99K - $5.15K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q2 2021 Filed on Aug 05, 2021
105
$13.84 - $14.27 $1.45K - $1.5K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
439
$223.87 - $314.73 $98.3K - $138K
MSTR
Microstrategy Inc

Technology
Q2 2021 Filed on Aug 05, 2021
191
$450.52 - $848.54 $86K - $162K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
Q2 2021 Filed on Aug 05, 2021
308
$83.85 - $89.41 $25.8K - $27.5K
OHI
Omega Healthcare Investors Inc

Real Estate
Q2 2021 Filed on Aug 05, 2021
309
$34.86 - $39.16 $10.8K - $12.1K
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,221
$65.78 - $105.02 $80.3K - $128K
Tcf Finl Corp Com
Q2 2021 Filed on Aug 05, 2021
5,065
N/A
CSM
Proshares Large Cap Core Plus

ETFs
Q2 2021 Filed on Aug 05, 2021
310
$46.13 - $49.65 $14.3K - $15.4K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2021 Filed on Aug 05, 2021
400
$25.73 - $26.03 $10.3K - $10.4K
APPN
Appian Corp

Technology
Q2 2021 Filed on Aug 05, 2021
698
$77.49 - $149.22 $54.1K - $104K
Arena Pharmaceuticals Inc Com New
Q2 2021 Filed on Aug 05, 2021
185
N/A
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
9
$12.17 - $15.61 $110 - $140
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
2,851
$23.72 - $26.94 $67.6K - $76.8K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
Q2 2021 Filed on Aug 05, 2021
2,058
$34.23 - $37.26 $70.4K - $76.7K
EMX
Emx Royalty Corp

Basic Materials
Q2 2021 Filed on Aug 05, 2021
500
$2.91 - $3.6 $1.46K - $1.8K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
2,420
$43.52 - $49.42 $105K - $120K
VNM
Vaneck Vietnam ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
1,403
$18.09 - $20.79 $25.4K - $29.2K
WNS
Wns (Holdings) LTD

Technology
Q2 2021 Filed on Aug 05, 2021
5,321
$67.79 - $81.13 $361K - $432K
Micro Focus Intl PLC Spon Adr New
Q2 2021 Filed on Aug 05, 2021
38
N/A
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q2 2021 Filed on Aug 05, 2021
510
$42.87 - $44.22 $21.9K - $22.6K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
6,033
$167.8 - $188.88 $1.01M - $1.14M
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
270
$2.81 - $6.93 $759 - $1.87K
IBN
Icici Bank LTD

Financial Services
Q2 2021 Filed on Aug 05, 2021
6,272
$14.37 - $18.17 $90.1K - $114K
BHP
Bhp Group LTD

Basic Materials
Q2 2021 Filed on Aug 05, 2021
767
$61.14 - $72.11 $46.9K - $55.3K
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