HBK Sorce Advisory’s Openlane KAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-54,952
| Closed | -$752K | – | 588 |
|
2023
Q1 | $752K | Sell |
54,952
-61,570
| -53% | -$842K | 0.03% | 252 |
|
2022
Q4 | $1.52M | Buy |
116,522
+59,148
| +103% | +$772K | 0.04% | 217 |
|
2022
Q3 | $641K | Buy |
57,374
+7,289
| +15% | +$81.4K | 0.04% | 225 |
|
2022
Q2 | $740K | Sell |
50,085
-2,742
| -5% | -$40.5K | 0.05% | 192 |
|
2022
Q1 | $954K | Buy |
52,827
+8,148
| +18% | +$147K | 0.05% | 206 |
|
2021
Q4 | $698K | Buy |
44,679
+454
| +1% | +$7.09K | 0.04% | 272 |
|
2021
Q3 | $725K | Buy |
44,225
+314
| +0.7% | +$5.15K | 0.04% | 251 |
|
2021
Q2 | $771K | Sell |
43,911
-543
| -1% | -$9.53K | 0.04% | 245 |
|
2021
Q1 | $667K | Buy |
44,454
+7,465
| +20% | +$112K | 0.04% | 246 |
|
2020
Q4 | $688K | Buy |
36,989
+10,679
| +41% | +$199K | 0.04% | 229 |
|
2020
Q3 | $379K | Buy |
26,310
+4,184
| +19% | +$60.3K | 0.03% | 309 |
|
2020
Q2 | $304K | Buy |
22,126
+4,306
| +24% | +$59.2K | 0.02% | 323 |
|
2020
Q1 | $214K | Buy |
17,820
+1,319
| +8% | +$15.8K | 0.02% | 348 |
|
2019
Q4 | $360K | Buy |
16,501
+1,128
| +7% | +$24.6K | 0.03% | 316 |
|
2019
Q3 | $377K | Buy |
15,373
+392
| +3% | +$9.61K | 0.04% | 290 |
|
2019
Q2 | $375K | Sell |
14,981
-22,734
| -60% | -$569K | 0.04% | 290 |
|
2019
Q1 | $732K | Buy |
37,715
+986
| +3% | +$19.1K | 0.07% | 195 |
|
2018
Q4 | $663K | Buy |
36,729
+8,975
| +32% | +$162K | 0.08% | 190 |
|
2018
Q3 | $627K | Sell |
27,754
-1,720
| -6% | -$38.9K | 0.07% | 190 |
|
2018
Q2 | $611K | Buy |
29,474
+1,099
| +4% | +$22.8K | 0.07% | 198 |
|
2018
Q1 | $582K | Buy |
28,375
+753
| +3% | +$15.4K | 0.07% | 189 |
|
2017
Q4 | $528K | Buy |
27,622
+1,006
| +4% | +$19.2K | 0.06% | 214 |
|
2017
Q3 | $481K | Buy |
26,616
+5,115
| +24% | +$92.4K | 0.07% | 173 |
|
2017
Q2 | $342K | Buy |
+21,501
| New | +$342K | 0.05% | 217 |
|
2017
Q1 | – | Sell |
-19,125
| Closed | -$309K | – | 227 |
|
2016
Q4 | $309K | Sell |
19,125
-1,644
| -8% | -$26.6K | 0.06% | 225 |
|
2016
Q3 | $339K | Sell |
20,769
-1,886
| -8% | -$30.8K | 0.07% | 193 |
|
2016
Q2 | $358K | Buy |
+22,655
| New | +$358K | 0.08% | 185 |
|