Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

DOW holding history

Dow Inc. in every 13F filed by Sowell Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOW overview All 13F holders of DOW Full Q2 2026 holdings

Shares (Q2 2026): 84,350
Value: $2.31M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DOW by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	84,350	$2.31M	0.1%	+755+0.9%	Added	Holders
Q1 2026	83,595	$3.48M	0.1%	+1,492+1.8%	Added	Holders
Q4 2025	82,103	$1.92M	0.1%	+1,732+2.2%	Added	Holders
Q3 2025	80,371	$1.84M	0.1%	−7,545−8.6%	Reduced	Holders
Q2 2025	87,916	$2.33M	0.1%	−15,761−15.2%	Reduced	Holders
Q1 2025	103,677	$3.62M	0.2%	+2,107+2.1%	Added	Holders
Q4 2024	101,570	$4.08M	0.2%	+26,389+35.1%	Added	Holders
Q3 2024	75,181	$4.11M	0.2%	−790−1.0%	Reduced	Holders
Q2 2024	75,971	$4.03M	0.2%	−1,759−2.3%	Reduced	Holders
Q1 2024	77,730	$4.50M	0.2%	−2,385−3.0%	Reduced	Holders
Q4 2023	80,115	$4.39M	0.2%	+43+0.1%	Added	Holders
Q3 2023	80,072	$4.13M	0.3%	+1,278+1.6%	Added	Holders
Q2 2023	78,794	$4.20M	0.2%	+10,396+15.2%	Added	Holders
Q1 2023	68,398	$3.75M	0.3%	−14,483−17.5%	Reduced	Holders
Q4 2022	82,881	$4.18M	0.3%	+8,313+11.1%	Added	Holders
Q3 2022	74,568	$3.28M	0.3%	−5,927−7.4%	Reduced	Holders
Q2 2022	80,495	$4.15M	0.4%	+70,160+678.9%	Added	Holders
Q1 2022	10,335	$678.0K	0.1%	−33,957−76.7%	Reduced	Holders
Q4 2021	44,292	$2.51M	0.1%	−20,544−31.7%	Reduced	Holders
Q3 2021	64,836	$3.73M	0.3%	+2,899+4.7%	Added	Holders
Q2 2021	61,937	$3.92M	0.3%	−55,714−47.4%	Reduced	Holders
Q1 2021	117,651	$8.12M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.