HBK Sorce Advisory’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+2,734
| New | +$244K | 0.01% | 501 |
|
|
2025
Q1 | – | Sell |
-2,618
| Closed | -$202K | – | 609 |
|
|
2024
Q4 | $202K | Buy |
+2,618
| New | +$202K | 0.01% | 539 |
|
|
2023
Q1 | – | Sell |
-5,226
| Closed | -$321K | – | 757 |
|
|
2022
Q4 | $321K | Buy |
+5,226
| New | +$321K | 0.01% | 535 |
|