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Montag & Associates’s Volato Group SOAR Stock Holding History

Montag & Associates’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$346 – 1017
2025
Q1 		$346 Hold
200
– – ﹤0.01% 985
2024
Q4 		$1.23K Hold
200
– – ﹤0.01% 932
2024
Q3 		$1.96K Hold
200
– – ﹤0.01% 919
2024
Q2 		$2.92K Buy
+200
New +$2.92K ﹤0.01% 854