Sowell Financial Services LLC
CIK
0001633697
City
NORTH LITTLE ROCK
State / Country
AR
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,088,689 | 654,542 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $7,285,828 | 659,351 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $7,224,027 | 661,541 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $7,088,396 | 661,231 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $6,904,876 | 660,122 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $7,083,941 | 628,009 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $6,972,938 | 651,068 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $7,072,899 | 661,637 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $6,823,181 | 661,161 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $5,979,277 | 617,694 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $5,230,223 | 515,293 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $4,866,243 | 472,910 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $4,678,441 | 463,212 | Shares | Sole | 2023-02-09 |
| 2021-12-31 | $5,062,639 | 336,388 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $6,056,182 | 399,748 | Shares | Sole | 2021-11-04 |
| 2021-06-30 | $6,174,325 | 396,044 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $5,761,048 | 392,442 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $12,121 | 824 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $11,191 | 787 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $9,319 | 706 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $8,022 | 688 | Shares | Sole | 2020-05-12 |