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 |
|