HBK Sorce Advisory’s Bridge Investment Group BRDG Stock Holding History

HBK Sorce Advisory’s Portfolio BRDG Stock Details BRDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-21,307	Closed	-$213K	–	627
2025 Q2	$213K	Buy	21,307 +10	+0%	+$93	0.01%	536
2025 Q1	$204K	Hold	21,297	–	–	0.01%	542
2024 Q4	$179K	Buy	21,297 +1	+0%	+$10	0.01%	546
2024 Q3	$210K	Sell	21,296 -69	-0.3%	-$563	0.01%	533
2024 Q2	$159K	Buy	21,365 +69	+0.3%	+$494	0.01%	535
2024 Q1	$146K	Buy	21,296 +4,035	+23%	+$33.6K	0.01%	577
2023 Q4	$169K	Hold	17,261	–	–	0.01%	534
2023 Q3	$159K	Hold	17,261	–	–	0.01%	529
2023 Q2	$196K	Buy	17,261 +4,531	+36%	+$46.1K	0.01%	540
2023 Q1	$144K	Sell	12,730 -12,732	-50%	-$172K	0.01%	553
2022 Q4	$307K	Buy	+25,462	New	+$366K	0.01%	556

HBK Sorce Advisory's BRDG Position: Q3 2025 in Review

HBK Sorce Advisory sold out of Bridge Investment Group (BRDG) in Q3 2025, closing a stake of 21,307 shares — an estimated $213K sold.

HBK Sorce Advisory first reported a position in BRDG in Q4 2022 and held it in 11 quarters. The position peaked at $307K in Q4 2022. 0 funds tracked by Wall St. Rank hold BRDG as of Q3 2025.

HBK Sorce Advisory reported no remaining Bridge Investment Group position as of Q3 2025 after selling out during the quarter.
HBK Sorce Advisory sold 21,307 Bridge Investment Group shares in Q3 2025, an estimated $213K.
HBK Sorce Advisory first reported a position in Bridge Investment Group in Q4 2022 and held it in 11 quarters.
HBK Sorce Advisory's Bridge Investment Group position peaked at $307K in Q4 2022.
0 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2025.

Based on HBK Sorce Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.