HBK Sorce Advisory’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
31,648
-2,433
| -7% | -$16.5K | 0.01% | 528 |
|
|
2025
Q1 | $187K | Buy |
34,081
+1,553
| +5% | +$8.54K | 0.01% | 546 |
|
|
2024
Q4 | $147K | Sell |
32,528
-8,491
| -21% | -$38.3K | ﹤0.01% | 548 |
|
|
2024
Q3 | $248K | Sell |
41,019
-5,775
| -12% | -$34.9K | 0.01% | 491 |
|
|
2024
Q2 | $248K | Sell |
46,794
-4,189
| -8% | -$22.2K | 0.01% | 485 |
|
|
2024
Q1 | $321K | Sell |
50,983
-405
| -0.8% | -$2.55K | 0.01% | 430 |
|
|
2023
Q4 | $325K | Buy |
51,388
+8,600
| +20% | +$54.3K | 0.01% | 405 |
|
|
2023
Q3 | $209K | Buy |
42,788
+454
| +1% | +$2.22K | 0.01% | 501 |
|
|
2023
Q2 | $227K | Sell |
42,334
-1,520
| -3% | -$8.15K | 0.01% | 509 |
|
|
2023
Q1 | $194K | Sell |
43,854
-44,478
| -50% | -$197K | 0.01% | 544 |
|
|
2022
Q4 | $378K | Buy |
88,332
+16,666
| +23% | +$71.3K | 0.01% | 485 |
|
|
2022
Q3 | $337K | Buy |
71,666
+44,658
| +165% | +$210K | 0.02% | 338 |
|
|
2022
Q2 | $105K | Sell |
27,008
-24,442
| -48% | -$95K | 0.01% | 443 |
|
|
2022
Q1 | $267K | Buy |
+51,450
| New | +$267K | 0.01% | 427 |
|
|
2021
Q4 | – | Sell |
-54,662
| Closed | -$216K | – | 613 |
|
|
2021
Q3 | $216K | Buy |
54,662
+1,185
| +2% | +$4.68K | 0.01% | 537 |
|
|
2021
Q2 | $241K | Buy |
53,477
+2,372
| +5% | +$10.7K | 0.01% | 500 |
|
|
2021
Q1 | $190K | Buy |
+51,105
| New | +$190K | 0.01% | 518 |
|