Heritage Wealth Management (Ohio)’s SentinelOne S Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Sell	12,100 -6,825	-36%	-$125K	0.07%	220
2025 Q1	$344K	Sell	18,925 -150	-0.8%	-$2.73K	0.12%	169
2024 Q4	$423K	Sell	19,075 -125	-0.7%	-$2.78K	0.14%	148
2024 Q3	$459K	Sell	19,200 -1,125	-6%	-$26.9K	0.15%	146
2024 Q2	$414K	Buy	+20,325	New	+$414K	0.14%	151