Peak Financial Advisors’s Sono-Tek SOTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.3K | Hold |
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|
2025
Q2 | $54.5K | Hold |
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|
2025
Q1 | $52.9K | Hold |
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|
2024
Q4 | $58.2K | Hold |
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|
2024
Q3 | $58.5K | Hold |
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|
2024
Q2 | $56.2K | Hold |
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|
2024
Q1 | $71K | Hold |
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|
2023
Q4 | $78.6K | Hold |
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|
2023
Q3 | $75.8K | Hold |
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|
2023
Q2 | $78.5K | Hold |
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|
2023
Q1 | $74.6K | Hold |
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|
2022
Q4 | $93.2K | Hold |
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $82K | Buy |
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