HBK Sorce Advisory’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Buy |
3,251
+50
| +2% | +$11.4K | 0.02% | 274 |
|
|
2025
Q1 | $781K | Buy |
3,201
+82
| +3% | +$20K | 0.02% | 252 |
|
|
2024
Q4 | $878K | Sell |
3,119
-364
| -10% | -$102K | 0.03% | 233 |
|
|
2024
Q3 | $954K | Buy |
3,483
+52
| +2% | +$14.2K | 0.03% | 224 |
|
|
2024
Q2 | $1.03M | Sell |
3,431
-145
| -4% | -$43.5K | 0.04% | 207 |
|
|
2024
Q1 | $1.04M | Buy |
3,576
+172
| +5% | +$49.9K | 0.04% | 208 |
|
|
2023
Q4 | $862K | Sell |
3,404
-97
| -3% | -$24.6K | 0.03% | 224 |
|
|
2023
Q3 | $928K | Sell |
3,501
-58
| -2% | -$15.4K | 0.04% | 208 |
|
|
2023
Q2 | $883K | Buy |
3,559
+46
| +1% | +$11.4K | 0.04% | 219 |
|
|
2023
Q1 | $803K | Sell |
3,513
-3,151
| -47% | -$720K | 0.04% | 237 |
|
|
2022
Q4 | $1.15M | Buy |
6,664
+3,393
| +104% | +$588K | 0.03% | 262 |
|
|
2022
Q3 | $486K | Buy |
3,271
+1,865
| +133% | +$277K | 0.03% | 271 |
|
|
2022
Q2 | $319K | Sell |
1,406
-1,593
| -53% | -$361K | 0.02% | 315 |
|
|
2022
Q1 | $694K | Buy |
2,999
+14
| +0.5% | +$3.24K | 0.04% | 252 |
|
|
2021
Q4 | $772K | Sell |
2,985
-117
| -4% | -$30.3K | 0.04% | 253 |
|
|
2021
Q3 | $680K | Buy |
3,102
+139
| +5% | +$30.5K | 0.04% | 263 |
|
|
2021
Q2 | $884K | Buy |
2,963
+40
| +1% | +$11.9K | 0.05% | 218 |
|
|
2021
Q1 | $830K | Buy |
2,923
+52
| +2% | +$14.8K | 0.05% | 217 |
|
|
2020
Q4 | $745K | Buy |
2,871
+23
| +0.8% | +$5.97K | 0.05% | 220 |
|
|
2020
Q3 | $716K | Sell |
2,848
-63
| -2% | -$15.8K | 0.05% | 205 |
|
|
2020
Q2 | $408K | Sell |
2,911
-507
| -15% | -$71.1K | 0.03% | 283 |
|
|
2020
Q1 | $414K | Sell |
3,418
-2,975
| -47% | -$360K | 0.04% | 233 |
|
|
2019
Q4 | $967K | Buy |
6,393
+997
| +18% | +$151K | 0.08% | 169 |
|
|
2019
Q3 | $786K | Buy |
5,396
+1,416
| +36% | +$206K | 0.08% | 188 |
|
|
2019
Q2 | $653K | Sell |
3,980
-431
| -10% | -$70.7K | 0.06% | 212 |
|
|
2019
Q1 | $800K | Buy |
4,411
+670
| +18% | +$122K | 0.08% | 181 |
|
|
2018
Q4 | $604K | Buy |
3,741
+435
| +13% | +$70.2K | 0.07% | 197 |
|
|
2018
Q3 | $796K | Buy |
3,306
+280
| +9% | +$67.4K | 0.09% | 158 |
|
|
2018
Q2 | $687K | Buy |
3,026
+413
| +16% | +$93.8K | 0.08% | 174 |
|
|
2018
Q1 | $628K | Buy |
2,613
+323
| +14% | +$77.6K | 0.08% | 176 |
|
|
2017
Q4 | $572K | Buy |
2,290
+350
| +18% | +$87.4K | 0.07% | 204 |
|
|
2017
Q3 | $438K | Buy |
1,940
+41
| +2% | +$9.26K | 0.07% | 191 |
|
|
2017
Q2 | $413K | Buy |
+1,899
| New | +$413K | 0.07% | 197 |
|
|
2017
Q1 | – | Sell |
-1,378
| Closed | -$257K | – | 206 |
|
|
2016
Q4 | $257K | Sell |
1,378
-90
| -6% | -$16.8K | 0.05% | 255 |
|
|
2016
Q3 | $256K | Buy |
1,468
+136
| +10% | +$23.7K | 0.05% | 239 |
|
|
2016
Q2 | $202K | Buy |
+1,332
| New | +$202K | 0.04% | 258 |
|