Sowell Financial Services LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,001,877 | 54,726 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $2,332,389 | 58,869 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $2,084,293 | 57,609 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $1,885,725 | 57,951 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,814,727 | 57,265 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $1,809,077 | 55,138 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $1,487,765 | 54,457 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $1,596,544 | 59,219 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $1,574,397 | 58,878 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $1,431,672 | 58,080 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $2,062,477 | 75,218 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,635,681 | 57,635 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $2,109,959 | 74,636 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $1,622,359 | 59,558 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $1,818,863 | 58,673 | Shares | Sole | 2022-08-15 |
| 2021-12-31 | $1,409,541 | 40,135 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $1,840,887 | 56,176 | Shares | Sole | 2021-11-04 |
| 2021-06-30 | $2,160,603 | 62,973 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $2,913,729 | 86,977 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $2,721,930 | 83,011 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $2,489,964 | 79,577 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $2,418,202 | 80,126 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $2,287,465 | 79,564 | Shares | Sole | 2020-05-12 |