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Sowell Financial Services LLC → POR
Sowell Financial Services LLC POR Position History
Portland General Electric Company • Utilities
Quarters held
5
Latest value
$459K
Q3 2026
Peak value
$755K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $755K |
| Q1 2026 | $714K |
| Q2 2026 | $580K |
| Q3 2026 | $459K |
| Q3 2026 | $459K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $459K | 10.3K | — | — |
| Q3 2026 | $459K | 10.3K | — | — |
| Q2 2026 | $580K | 11.2K | — | — |
| Q1 2026 | $714K | 13.5K | — | — |
| Q4 2025 | $755K | 15.7K | — | — |
Other funds holding POR
$364.4M
$262.8M
$262.8M
$247.6M
$244.8M
$224.9M
$169.8M
$169.3M