Portside Wealth Group’s Holley HLLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.7K | Sell |
34,338
-128
| -0.4% | -$256 | 0.01% | 447 |
|
|
2025
Q1 | $88.6K | Sell |
34,466
-2,121
| -6% | -$5.45K | 0.01% | 418 |
|
|
2024
Q4 | $110K | Sell |
36,587
-3,064
| -8% | -$9.25K | 0.02% | 406 |
|
|
2024
Q3 | $117K | Sell |
39,651
-4,283
| -10% | -$12.6K | 0.02% | 380 |
|
|
2024
Q2 | $157K | Sell |
43,934
-1,827
| -4% | -$6.54K | 0.03% | 349 |
|
|
2024
Q1 | $204K | Buy |
45,761
+2,450
| +6% | +$10.9K | 0.04% | 355 |
|
|
2023
Q4 | $211K | Buy |
43,311
+3,370
| +8% | +$16.4K | 0.04% | 328 |
|
|
2023
Q3 | $199K | Sell |
39,941
-1,747
| -4% | -$8.7K | 0.04% | 322 |
|
|
2023
Q2 | $171K | Buy |
+41,688
| New | +$171K | 0.03% | 327 |
|