Sowell Financial Services LLC: CFG position timeline

Sowell Financial Services LLC held 5,978 CFG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,978 shares

   Change vs previous 13F -270 shares

   0.01% of the 13F portfolio, value $418,877.

   13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,248 shares

   Change vs previous 13F +780 shares

   0.01% of the 13F portfolio, value $374,719.

   13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,468 shares

   Change vs previous 13F +294 shares

   0.01% of the 13F portfolio, value $319,365.

   13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,174 shares

   Change vs previous 13F -140 shares

   0.01% of the 13F portfolio, value $275,025.

   13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,314 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $237,812.

   13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).