Montag & Associates’s SentinelOne S Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4K Hold
734
﹤0.01% 710
2025
Q1
$13.3K Hold
734
﹤0.01% 759
2024
Q4
$16.3K Hold
734
﹤0.01% 732
2024
Q3
$17.6K Sell
734
-1,305
-64% -$31.2K ﹤0.01% 744
2024
Q2
$42.9K Hold
2,039
﹤0.01% 612
2024
Q1
$47.5K Hold
2,039
﹤0.01% 604
2023
Q4
$56K Hold
2,039
﹤0.01% 559
2023
Q3
$34.4K Buy
2,039
+1,200
+143% +$20.2K ﹤0.01% 602
2023
Q2
$12.7K Hold
839
﹤0.01% 715
2023
Q1
$13.7K Buy
839
+323
+63% +$5.29K ﹤0.01% 703
2022
Q4
$7.53K Sell
516
-466
-47% -$6.8K ﹤0.01% 772
2022
Q3
$25K Buy
+982
New +$25K ﹤0.01% 640