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Sowell Financial Services LLC → EVT
Sowell Financial Services LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
9
Latest value
$226K
Q3 2026
Peak value
$760K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $675K |
| Q4 2025 | $222K |
| Q1 2026 | $658K |
| Q2 2026 | $757K |
| Q2 2026 | $230K |
| Q3 2026 | $760K |
| Q3 2026 | $226K |
| Q3 2026 | $760K |
| Q3 2026 | $226K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $226K | 7.5K | — | — |
| Q3 2026 | $760K | 27.2K | — | — |
| Q3 2026 | $226K | 7.5K | — | — |
| Q3 2026 | $760K | 27.2K | — | — |
| Q2 2026 | $230K | 7.5K | — | — |
| Q2 2026 | $757K | 27.3K | — | — |
| Q1 2026 | $658K | 26.8K | — | — |
| Q4 2025 | $222K | 7.3K | — | — |
| Q4 2025 | $675K | 26.8K | — | — |
Other funds holding EVT
$27.4M
$23.9M
$23.8M
$23M