HBK Sorce Advisory’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
11,901
+2,083
+21% +$90.3K 0.01% 332
2025
Q1
$372K Sell
9,818
-1,084
-10% -$41K 0.01% 399
2024
Q4
$415K Buy
10,902
+784
+8% +$29.9K 0.01% 378
2024
Q3
$505K Buy
10,118
+156
+2% +$7.79K 0.02% 329
2024
Q2
$484K Buy
9,962
+214
+2% +$10.4K 0.02% 336
2024
Q1
$458K Buy
9,748
+1,228
+14% +$57.7K 0.02% 353
2023
Q4
$363K Sell
8,520
-761
-8% -$32.4K 0.01% 379
2023
Q3
$346K Buy
9,281
+632
+7% +$23.6K 0.02% 379
2023
Q2
$346K Sell
8,649
-1,774
-17% -$71K 0.01% 404
2023
Q1
$426K Sell
10,423
-10,401
-50% -$426K 0.02% 359
2022
Q4
$791K Buy
20,824
+10,329
+98% +$392K 0.02% 334
2022
Q3
$287K Buy
10,495
+1,573
+18% +$43K 0.02% 374
2022
Q2
$261K Sell
8,922
-3,181
-26% -$93.1K 0.02% 371
2022
Q1
$602K Sell
12,103
-6,642
-35% -$330K 0.03% 270
2021
Q4
$783K Sell
18,745
-25
-0.1% -$1.04K 0.04% 247
2021
Q3
$611K Buy
18,770
+140
+0.8% +$4.56K 0.03% 286
2021
Q2
$692K Buy
18,630
+4,070
+28% +$151K 0.04% 263
2021
Q1
$479K Sell
14,560
-1,218
-8% -$40.1K 0.03% 310
2020
Q4
$411K Buy
+15,778
New +$411K 0.03% 308
2020
Q3
Sell
-10,480
Closed -$121K 458
2020
Q2
$121K Buy
+10,480
New +$121K 0.01% 423
2019
Q4
Sell
-12,816
Closed -$123K 444
2019
Q3
$123K Sell
12,816
-186
-1% -$1.79K 0.01% 395
2019
Q2
$151K Buy
13,002
+204
+2% +$2.37K 0.01% 394
2019
Q1
$165K Sell
12,798
-991
-7% -$12.8K 0.02% 413
2018
Q4
$142K Sell
13,789
-624
-4% -$6.43K 0.02% 368
2018
Q3
$201K Sell
14,413
-2,408
-14% -$33.6K 0.02% 378
2018
Q2
$290K Buy
16,821
+671
+4% +$11.6K 0.03% 307
2018
Q1
$284K Buy
16,150
+437
+3% +$7.69K 0.04% 291
2017
Q4
$298K Buy
+15,713
New +$298K 0.04% 309
2017
Q3
Sell
-11,897
Closed -$143K 320
2017
Q2
$143K Buy
+11,897
New +$143K 0.02% 296
2016
Q3
Sell
-10,342
Closed -$115K 289
2016
Q2
$115K Sell
10,342
-24,198
-70% -$269K 0.02% 267
2016
Q1
$357K Buy
+34,540
New +$357K 0.08% 164
2015
Q4
Sell
-10,963
Closed -$106K 225
2015
Q3
$106K Buy
+10,963
New +$106K 0.03% 189