Beaumont Financial Advisors’s Sono-Tek SOTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
36,671
| – | – | 0.01% | 376 |
|
|
2025
Q1 | $133K | Hold |
36,671
| – | – | 0.01% | 364 |
|
|
2024
Q4 | $147K | Hold |
36,671
| – | – | 0.01% | 367 |
|
|
2024
Q3 | $148K | Hold |
36,671
| – | – | 0.01% | 344 |
|
|
2024
Q2 | $142K | Hold |
36,671
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $179K | Hold |
36,671
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $198K | Hold |
36,671
| – | – | 0.02% | 330 |
|
|
2023
Q3 | $191K | Hold |
36,671
| – | – | 0.02% | 311 |
|
|
2023
Q2 | $198K | Hold |
36,671
| – | – | 0.02% | 328 |
|
|
2023
Q1 | $188K | Hold |
36,671
| – | – | 0.02% | 301 |
|
|
2022
Q4 | $235K | Hold |
36,671
| – | – | 0.02% | 286 |
|
|
2022
Q3 | $257K | Hold |
36,671
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $268K | Hold |
36,671
| – | – | 0.02% | 262 |
|
|
2022
Q1 | $248K | Hold |
36,671
| – | – | 0.02% | 313 |
|
|
2021
Q4 | $273K | Hold |
36,671
| – | – | 0.02% | 289 |
|
|
2021
Q3 | $150K | Buy |
+36,671
| New | +$150K | 0.01% | 349 |
|