HBK Sorce Advisory’s Harmony Gold Mining HMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Hold	11,749	–	–	﹤0.01%	598
2025 Q4	$239K	Sell	11,749 -55	-0.5%	-$1.03K	0.01%	540
2025 Q3	$250K	Sell	11,804 -54	-0.5%	-$816	0.01%	516
2025 Q2	$166K	Sell	11,858 -29	-0.2%	-$438	﹤0.01%	560
2025 Q1	$176K	Hold	11,887	–	–	0.01%	550
2024 Q4	$97.6K	Sell	11,887 -533	-4%	-$5.18K	﹤0.01%	558
2024 Q3	$126K	Sell	12,420 -243	-2%	-$2.37K	﹤0.01%	556
2024 Q2	$116K	Sell	12,663 -5,646	-31%	-$50.6K	﹤0.01%	541
2024 Q1	$150K	Sell	18,309 -427	-2%	-$2.73K	0.01%	575
2023 Q4	$115K	Buy	18,736 +752	+4%	+$3.95K	﹤0.01%	545
2023 Q3	$67.6K	Buy	17,984 +863	+5%	+$3.56K	﹤0.01%	545
2023 Q2	$71.9K	Sell	17,121 -987	-5%	-$4.55K	﹤0.01%	566
2023 Q1	$74.2K	Buy	+18,108	New	+$64.4K	﹤0.01%	563
2022 Q2	–	Sell	-21,090	Closed	-$106K	–	505
2022 Q1	$106K	Buy	+21,090	New	+$90.1K	0.01%	528