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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $88.9K | Hold |
14,521
| – | – | 0.04% | 78 |
|
|
2026
Q1 | $59K | Hold |
14,521
| – | – | 0.03% | 70 |
|
|
2025
Q4 | $60K | Hold |
14,521
| – | – | 0.03% | 87 |
|
|
2025
Q3 | $64.3K | Hold |
14,521
| – | – | 0.03% | 85 |
|
|
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% | +$25.2K | 0.13% | 58 |
|
|
2022
Q2 | $77K | Sell |
10,521
-1,579
| -13% | -$9.83K | 0.08% | 65 |
|
|
2022
Q1 | $82K | Sell |
12,100
-3,000
| -20% | -$18.5K | 0.07% | 77 |
|
|
2021
Q4 | $112K | Sell |
15,100
-5,000
| -25% | -$31.1K | 0.09% | 78 |
|
|
2021
Q3 | $82K | Buy |
+20,100
| New | +$71.9K | 0.07% | 68 |
|
Other funds holding SOTK
Peak Financial Advisors's SOTK Position: Q2 2026 in Review
Peak Financial Advisors held its Sono-Tek (SOTK) position steady in Q2 2026 at 14,521 shares worth $88.9K. The position accounts for 0.04% of the portfolio, ranked #78.
Peak Financial Advisors first reported a position in SOTK in Q3 2021 and has held it in 20 quarters since. The position peaked at $112K in Q4 2021. 3 funds tracked by Wall St. Rank hold SOTK as of Q2 2026.
- Peak Financial Advisors held 14,521 shares of Sono-Tek worth $88.9K as of Q2 2026.
- Peak Financial Advisors left its Sono-Tek share count unchanged in Q2 2026.
- Sono-Tek made up 0.04% of Peak Financial Advisors's portfolio in Q2 2026, its #78 holding.
- Peak Financial Advisors first reported a position in Sono-Tek in Q3 2021 and has held it in 20 quarters since.
- Peak Financial Advisors's Sono-Tek position peaked at $112K in Q4 2021.
- 3 funds tracked by Wall St. Rank held Sono-Tek as of Q2 2026.
Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.