Heritage Oak Wealth Advisors’s Core Scientific CORZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.9M	Buy	753,846 +17,709	+2%	+$302K	4.97%	4
2025 Q1	$5.33M	Buy	736,137 +2,985	+0.4%	+$21.6K	2.34%	8
2024 Q4	$10.3M	Buy	+733,152	New	+$10.3M	4.84%	5
2024 Q3	–	Sell	-250,916	Closed	-$2.33M	–	160
2024 Q2	$2.33M	Buy	+250,916	New	+$2.33M	1.18%	15