Corient Private Wealth’s Surf Air Mobility SRFM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,457	Closed	-$20.1K	–	2511
2024 Q2	$20.1K	Hold	7,457	–	–	﹤0.01%	2287
2024 Q1	$44K	Buy	7,457 +1,042	+16%	+$6.15K	﹤0.01%	2221
2023 Q4	$69.6K	Buy	6,415 +1,970	+44%	+$21.4K	﹤0.01%	2178
2023 Q3	$50.7K	Buy	+4,445	New	+$50.7K	﹤0.01%	2070