Peak Financial Advisors’s Sono-Tek SOTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Hold |
14,521
| – | – | 0.03% | 87 |
|
|
2025
Q1 | $52.9K | Hold |
14,521
| – | – | 0.03% | 72 |
|
|
2024
Q4 | $58.2K | Hold |
14,521
| – | – | 0.03% | 74 |
|
|
2024
Q3 | $58.5K | Hold |
14,521
| – | – | 0.03% | 74 |
|
|
2024
Q2 | $56.2K | Hold |
14,521
| – | – | 0.03% | 72 |
|
|
2024
Q1 | $71K | Hold |
14,521
| – | – | 0.04% | 68 |
|
|
2023
Q4 | $78.6K | Hold |
14,521
| – | – | 0.05% | 71 |
|
|
2023
Q3 | $75.8K | Hold |
14,521
| – | – | 0.08% | 52 |
|
|
2023
Q2 | $78.5K | Hold |
14,521
| – | – | 0.06% | 68 |
|
|
2023
Q1 | $74.6K | Hold |
14,521
| – | – | 0.06% | 63 |
|
|
2022
Q4 | $93.2K | Hold |
14,521
| – | – | 0.08% | 66 |
|
|
2022
Q3 | $102K | Buy |
14,521
+4,000
| +38% | +$28.1K | 0.13% | 58 |
|
|
2022
Q2 | $77K | Sell |
10,521
-1,579
| -13% | -$11.6K | 0.08% | 65 |
|
|
2022
Q1 | $82K | Sell |
12,100
-3,000
| -20% | -$20.3K | 0.07% | 77 |
|
|
2021
Q4 | $112K | Sell |
15,100
-5,000
| -25% | -$37.1K | 0.09% | 78 |
|
|
2021
Q3 | $82K | Buy |
+20,100
| New | +$82K | 0.07% | 68 |
|