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HBK Sorce Advisory’s Dole DOLE Stock Holding History

HBK Sorce Advisory’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,701
Closed -$192K – 639
2025
Q3 		$192K Buy
+14,701
New +$206K ﹤0.01% 587
2023
Q1 		– Sell
-40,000
Closed -$41K – 660
2022
Q4 		$41K Buy
40,000
+20,000
+100% +$182K ﹤0.01% 748
2022
Q3 		$21K Sell
20,000
-43,122
-68% -$383K ﹤0.01% 567
2022
Q2 		$534K Buy
63,122
+38,075
+152% +$418K 0.04% 229
2022
Q1 		$311K Buy
25,047
+12,397
+98% +$172K 0.02% 391
2021
Q4 		$168K Buy
+12,650
New +$177K 0.01% 565

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

HBK Sorce Advisory's DOLE Position: Q4 2025 in Review

HBK Sorce Advisory sold out of Dole (DOLE) in Q4 2025, closing a stake of 14,701 shares — an estimated $192K sold.

HBK Sorce Advisory first reported a position in DOLE in Q4 2021 and held it in 6 quarters. The position peaked at $534K in Q2 2022. 210 funds tracked by Wall St. Rank hold DOLE as of Q4 2025.

  • HBK Sorce Advisory reported no remaining Dole position as of Q4 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 14,701 Dole shares in Q4 2025, an estimated $192K.
  • HBK Sorce Advisory first reported a position in Dole in Q4 2021 and held it in 6 quarters.
  • HBK Sorce Advisory's Dole position peaked at $534K in Q2 2022.
  • 210 funds tracked by Wall St. Rank held Dole as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.