Beaumont Financial Advisors’s Sono-Tek SOTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $162K | Hold |
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|
2025
Q2 | $138K | Hold |
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|
2025
Q1 | $133K | Hold |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $148K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $179K | Hold |
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|
2023
Q4 | $198K | Hold |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $198K | Hold |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $150K | Buy |
|