HSA
HBK Sorce Advisory’s CoStar Group CSGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $331K | Sell |
4,122
-319
| -7% | -$25.6K | 0.01% | 434 |
|
2025
Q1 | $352K | Sell |
4,441
-174
| -4% | -$13.8K | 0.01% | 413 |
|
2024
Q4 | $330K | Sell |
4,615
-420
| -8% | -$30.1K | 0.01% | 425 |
|
2024
Q3 | $380K | Sell |
5,035
-679
| -12% | -$51.2K | 0.01% | 404 |
|
2024
Q2 | $424K | Buy |
5,714
+696
| +14% | +$51.6K | 0.01% | 361 |
|
2024
Q1 | $485K | Sell |
5,018
-295
| -6% | -$28.5K | 0.02% | 344 |
|
2023
Q4 | $464K | Buy |
5,313
+335
| +7% | +$29.3K | 0.02% | 330 |
|
2023
Q3 | $383K | Buy |
4,978
+135
| +3% | +$10.4K | 0.02% | 359 |
|
2023
Q2 | $431K | Buy |
4,843
+1,840
| +61% | +$164K | 0.02% | 362 |
|
2023
Q1 | $207K | Buy |
+3,003
| New | +$207K | 0.01% | 531 |
|