Milestone Investment Advisors’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Milestone Investment Advisors’s Portfolio SOFO Stock Details SOFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25	Closed	-$17	–	447
2023 Q3	$17	Buy	+25	New	+$20	﹤0.01%	442
2023 Q2	–	Sell	-25	Closed	-$22	–	443
2023 Q1	$22	Buy	+25	New	+$22	﹤0.01%	443

Milestone Investment Advisors's SOFO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q4 2023, closing a stake of 25 shares — an estimated $17 sold.

Milestone Investment Advisors first reported a position in SOFO in Q1 2023 and held it in 2 quarters. The position peaked at $22 in Q1 2023. 0 funds tracked by Wall St. Rank hold SOFO as of Q4 2023.

Milestone Investment Advisors reported no remaining Sonic Foundry, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Milestone Investment Advisors sold 25 Sonic Foundry, Inc. Common Stock shares in Q4 2023, an estimated $17.
Milestone Investment Advisors first reported a position in Sonic Foundry, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
Milestone Investment Advisors's Sonic Foundry, Inc. Common Stock position peaked at $22 in Q1 2023.
0 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.