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Sowell Financial Services LLC → UPS
Sowell Financial Services LLC UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
5
Latest value
$6.7M
Q3 2026
Peak value
$8.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.2M |
| Q1 2026 | $7.6M |
| Q2 2026 | $8.5M |
| Q3 2026 | $6.7M |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 71.4K | — | — |
| Q3 2026 | $6.7M | 71.4K | — | — |
| Q2 2026 | $8.5M | 79.0K | — | — |
| Q1 2026 | $7.6M | 77.7K | — | — |
| Q4 2025 | $8.2M | 82.7K | — | — |