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
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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 |
|---|---|---|---|
| 2025-09-30 | $269k | 17k | 15.50 |
| 2025-06-30 | $269k | 17k | 15.49 |
| 2025-03-31 | $261k | 17k | 15.02 |
| 2024-12-31 | $254k | 17k | 14.63 |
| 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 |