SOA Wealth Advisors’s HighPeak Energy HPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-763
| Closed | -$12.9K | – | 922 |
|
|
2023
Q3 | $12.9K | Buy |
763
+1
| +0.1% | +$17 | ﹤0.01% | 491 |
|
|
2023
Q2 | $8.29K | Buy |
762
+2
| +0.3% | +$22 | ﹤0.01% | 559 |
|
|
2023
Q1 | $17.5K | Hold |
760
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $17.4K | Buy |
760
+2
| +0.3% | +$46 | ﹤0.01% | 429 |
|
|
2022
Q3 | $16K | Sell |
758
-346
| -31% | -$7.3K | ﹤0.01% | 430 |
|
|
2022
Q2 | $28K | Buy |
+1,104
| New | +$28K | 0.01% | 336 |
|