HBK Sorce Advisory’s Nuveen Floating Rate Income Fund JFR Stock Holding History

HBK Sorce Advisory’s Portfolio JFR Stock Details JFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$244K	Hold
2025 Q2	$262K	Sell
2025 Q1	$290K	Sell
2024 Q4	$314K	Hold
2024 Q3	$310K	Hold
2024 Q2	$304K	Hold
2024 Q1	$307K	Buy
2023 Q4	$247K	Buy