Stifel Financial’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
Q2 | $225K | Hold |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $242K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $293K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $421K | Hold |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $246K | Buy |
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