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Special Opportunities Fund shares owned by Sowell Financial Services

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 17k 13.93
2024-06-30 $227k 17k 13.07
2024-03-31 $220k 17k 12.67
2023-12-31 $219k 18k 11.88
2023-09-30 $230k 21k 10.93
2023-03-31 $190k 17k 10.94
2022-06-30 $215k 17k 12.38
2021-12-31 $268k 17k 15.43
2021-09-30 $267k 17k 15.37
2021-06-30 $263k 17k 15.14
2021-03-31 $262k 17k 15.08