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Sowell Financial Services LLC → BTZ
Sowell Financial Services LLC BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
5
Latest value
$7.5M
Q3 2026
Peak value
$7.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.1M |
| Q1 2026 | $7.2M |
| Q2 2026 | $7.8M |
| Q3 2026 | $7.5M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 806.9K | — | — |
| Q3 2026 | $7.5M | 806.9K | — | — |
| Q2 2026 | $7.8M | 761.5K | — | — |
| Q1 2026 | $7.2M | 712.3K | — | — |
| Q4 2025 | $7.1M | 654.5K | — | — |