HighTower Advisors’s Surf Air Mobility SRFM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,257	Closed	-$6K	–	3577
2024 Q2	$6K	Buy	2,257 +677	+43%	+$1.8K	﹤0.01%	3359
2024 Q1	$9K	Hold	1,580	–	–	﹤0.01%	3291
2023 Q4	$17K	Buy	+1,580	New	+$17K	﹤0.01%	3313