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Sowell Financial Services LLC → NEA
Sowell Financial Services LLC NEA Position History
Nuveen AMT-Free Quality Municipal Income Fund • Financial Services
Quarters held
10
Latest value
$168K
Q3 2026
Peak value
$463K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $445K |
| Q4 2025 | $463K |
| Q1 2026 | $434K |
| Q1 2026 | $448K |
| Q2 2026 | $413K |
| Q2 2026 | $198K |
| Q3 2026 | $343K |
| Q3 2026 | $168K |
| Q3 2026 | $343K |
| Q3 2026 | $168K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $168K | 16.9K | — | — |
| Q3 2026 | $343K | 32.4K | — | — |
| Q3 2026 | $168K | 16.9K | — | — |
| Q3 2026 | $343K | 32.4K | — | — |
| Q2 2026 | $198K | 16.9K | — | — |
| Q2 2026 | $413K | 32.3K | — | — |
| Q1 2026 | $448K | 39.9K | — | — |
| Q1 2026 | $434K | 35.2K | — | — |
| Q4 2025 | $463K | 39.8K | — | — |
| Q4 2025 | $445K | 35.1K | — | — |
Other funds holding NEA
$115.3M
$110.2M
$109.7M
$99.1M