HSA
X

HBK Sorce Advisory’s US Steel X Stock Holding History

HBK Sorce Advisory’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,921
Closed -$208K – 632
2025
Q1 		$208K Sell
4,921
-1,630
-25% -$68.9K 0.01% 532
2024
Q4 		$223K Buy
6,551
+449
+7% +$15.3K 0.01% 518
2024
Q3 		$216K Buy
+6,102
New +$216K 0.01% 524