HBK Sorce Advisory’s Montana Technologies Corp AIRJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
106,870
+235
+0.2% +$1.09K 0.01% 341
2025
Q1
$492K Hold
106,635
0.01% 339
2024
Q4
$849K Hold
106,635
0.03% 240
2024
Q3
$618K Buy
+106,635
New +$618K 0.02% 290