SOWELL FINANCIAL SERVICES LLC – Morgan Stanley Transaction History
SOWELL FINANCIAL SERVICES LLC portfolio value:
$1.14M
portfolio value
SOWELL FINANCIAL SERVICES LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.38% | -3.05K shares | -189K | $79.01 | 14.50K |
| Q2 2022 | share | Increase | +59.24% | 6.52K shares | 402K | $76.06 | 17.55K |
| Q1 2022 | share | Decrease | -63.19% | -18.92K shares | -2.00M | $87.4 | 11.02K |
| Q4 2021 | share | Increase | +2.37% | 692 shares | 92K | $98.8 | 29.94K |
| Q3 2021 | share | Decrease | -11.99% | -3.98K shares | -200K | $96.65 | 29.25K |
| Q2 2021 | share | Decrease | -14.54% | -5.65K shares | -330K | $90.41 | 33.23K |
| Q1 2021 | share | Decrease | -6.09% | -2.52K shares | 539K | $76.26 | 38.88K |
| Q4 2020 | share | Decrease | -0.38% | -160 shares | 828K | $66.95 | 41.41K |
| Q3 2020 | share | Increase | +133.33% | 23.75K shares | 1.14M | $46.9 | 41.57K |
| Q2 2020 | share | Increase | +49.63% | 5.90K shares | 456K | $46.52 | 17.81K |
| Q1 2020 | share | Increase | +1.26% | 148 shares | -196K | $32.47 | 11.90K |
| Q4 2019 | share | Increase | +60.58% | 4.43K shares | 289K | $48.5 | 11.75K |
| Q3 2019 | share | Increase | +1.54% | 111 shares | 8K | $40.18 | 7.32K |
| Q1 2019 | share | Decrease | -28.71% | -2.90K shares | -97K | $39.18 | 7.21K |
| Q4 2018 | share | Increase | +10.52% | 963 shares | -25K | $36.56 | 10.11K |
| Q3 2018 | share | Increase | +0.01% | 1 shares | -7K | $42.65 | 9.15K |
| Q2 2018 | share | Increase | +8.03% | 680 shares | -5K | $43.16 | 9.15K |
| Q1 2018 | share | Decrease | -8.69% | -806 shares | -80K | $48.9 | 8.47K |
| Q4 2017 | share | Decrease | -51.03% | -9.66K shares | -422K | $47.34 | 9.27K |
| Q3 2017 | share | Increase | +76.94% | 8.23K shares | 427K | $43.24 | 18.94K |
| Q2 2017 | share | Increase | +90.60% | 5.09K shares | 273K | $39.79 | 10.70K |
| Q1 2017 | share | Increase | +58.70% | 2.07K shares | 77K | $38.08 | 5.61K |
| Q4 2016 | share | Increase | 0.00% | 3.54K shares | 163K | $37.38 | 3.54K |