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Sowell Financial Services LLC → WY
Sowell Financial Services LLC WY Position History
Weyerhaeuser Company • Real Estate
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q1 2026 | $2M |
| Q2 2026 | $2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 88.7K | — | — |
| Q3 2026 | $1.7M | 88.7K | — | — |
| Q2 2026 | $2M | 83.8K | — | — |
| Q1 2026 | $2M | 82.4K | — | — |
| Q4 2025 | $1.9M | 79.6K | — | — |