HBK Sorce Advisory’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
1,208
-194
| -14% | -$33.4K | 0.01% | 538 |
|
|
2025
Q1 | $247K | Sell |
1,402
-14
| -1% | -$2.47K | 0.01% | 493 |
|
|
2024
Q4 | $276K | Buy |
1,416
+282
| +25% | +$54.9K | 0.01% | 470 |
|
|
2024
Q3 | $202K | Buy |
1,134
+98
| +9% | +$17.5K | 0.01% | 546 |
|
|
2024
Q2 | $212K | Buy |
1,036
+33
| +3% | +$6.76K | 0.01% | 513 |
|
|
2024
Q1 | $252K | Buy |
+1,003
| New | +$252K | 0.01% | 496 |
|
|
2023
Q1 | – | Sell |
-1,864
| Closed | -$255K | – | 799 |
|
|
2022
Q4 | $255K | Buy |
+1,864
| New | +$255K | 0.01% | 594 |
|
|
2022
Q3 | – | Sell |
-2,770
| Closed | -$427K | – | 642 |
|
|
2022
Q2 | $427K | Sell |
2,770
-155
| -5% | -$23.9K | 0.03% | 262 |
|
|
2022
Q1 | $527K | Buy |
2,925
+78
| +3% | +$14.1K | 0.03% | 301 |
|
|
2021
Q4 | $528K | Buy |
2,847
+147
| +5% | +$27.3K | 0.03% | 315 |
|
|
2021
Q3 | $480K | Buy |
2,700
+40
| +2% | +$7.11K | 0.03% | 323 |
|
|
2021
Q2 | $465K | Buy |
2,660
+131
| +5% | +$22.9K | 0.03% | 335 |
|
|
2021
Q1 | $395K | Buy |
2,529
+355
| +16% | +$55.4K | 0.02% | 339 |
|
|
2020
Q4 | $336K | Buy |
+2,174
| New | +$336K | 0.02% | 350 |
|