Sowell Financial Services LLC
CIK
0001633697
City
NORTH LITTLE ROCK
State / Country
AR
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $227,774 | 9,627 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $237,385 | 9,572 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $222,649 | 9,519 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $232,623 | 9,721 | Shares | Sole | 2025-04-17 |
| 2024-09-30 | $270,536 | 11,651 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $291,529 | 14,425 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $287,665 | 14,632 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $333,302 | 17,570 | Shares | Sole | 2024-01-24 |
| 2023-06-30 | $367,118 | 17,996 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $381,841 | 17,910 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $407,639 | 17,832 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $360,491 | 17,199 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $393,018 | 17,125 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $436,513 | 17,078 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $444,183 | 16,986 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $323,088 | 14,121 | Shares | Sole | 2021-11-04 |
| 2021-06-30 | $349,969 | 14,055 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $329,141 | 14,012 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $292,519 | 13,903 | Shares | Sole | 2021-01-13 |