HBK Sorce Advisory’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
1,211
+63
+5% +$17K 0.01% 437
2025
Q1
$291K Sell
1,148
-173
-13% -$43.9K 0.01% 454
2024
Q4
$310K Buy
1,321
+112
+9% +$26.2K 0.01% 444
2024
Q3
$309K Buy
1,209
+88
+8% +$22.5K 0.01% 443
2024
Q2
$267K Buy
1,121
+31
+3% +$7.38K 0.01% 468
2024
Q1
$252K Buy
1,090
+10
+0.9% +$2.31K 0.01% 497
2023
Q4
$214K Buy
+1,080
New +$214K 0.01% 504
2023
Q1
Sell
-3,444
Closed -$501K 665
2022
Q4
$501K Buy
3,444
+1,667
+94% +$242K 0.01% 408
2022
Q3
$257K Buy
1,777
+38
+2% +$5.5K 0.02% 394
2022
Q2
$267K Buy
1,739
+194
+13% +$29.8K 0.02% 365
2022
Q1
$273K Sell
1,545
-179
-10% -$31.6K 0.01% 422
2021
Q4
$404K Sell
1,724
-11
-0.6% -$2.58K 0.02% 379
2021
Q3
$362K Buy
1,735
+19
+1% +$3.96K 0.02% 391
2021
Q2
$353K Buy
1,716
+12
+0.7% +$2.47K 0.02% 409
2021
Q1
$365K Buy
1,704
+413
+32% +$88.5K 0.02% 359
2020
Q4
$279K Buy
1,291
+65
+5% +$14K 0.02% 398
2020
Q3
$245K Sell
1,226
-30
-2% -$6K 0.02% 384
2020
Q2
$250K Buy
+1,256
New +$250K 0.02% 365
2020
Q1
Sell
-1,243
Closed -$240K 411
2019
Q4
$240K Sell
1,243
-40
-3% -$7.72K 0.02% 379
2019
Q3
$254K Sell
1,283
-62
-5% -$12.3K 0.02% 354
2019
Q2
$266K Sell
1,345
-147
-10% -$29.1K 0.03% 345
2019
Q1
$263K Buy
1,492
+30
+2% +$5.29K 0.03% 357
2018
Q4
$215K Buy
1,462
+4
+0.3% +$588 0.02% 346
2018
Q3
$229K Sell
1,458
-69
-5% -$10.8K 0.03% 351
2018
Q2
$214K Sell
1,527
-376
-20% -$52.7K 0.02% 355
2018
Q1
$261K Buy
1,903
+375
+25% +$51.4K 0.03% 314
2017
Q4
$205K Buy
+1,528
New +$205K 0.02% 366