Venturi Wealth Management’s HighPeak Energy HPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75
| Closed | -$1.1K | – | 1140 |
|
|
2024
Q4 | $1.1K | Hold |
75
| – | – | ﹤0.01% | 1912 |
|
|
2024
Q3 | $1.04K | Hold |
75
| – | – | ﹤0.01% | 1772 |
|
|
2024
Q2 | $1.06K | Hold |
75
| – | – | ﹤0.01% | 1476 |
|
|
2024
Q1 | $1.18K | Hold |
75
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q4 | $1.07K | Hold |
75
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q3 | $1.27K | Sell |
75
-37
| -33% | -$625 | ﹤0.01% | 1254 |
|
|
2023
Q2 | $1.22K | Buy |
112
+37
| +49% | +$403 | ﹤0.01% | 993 |
|
|
2023
Q1 | $1.73K | Buy |
+75
| New | +$1.73K | ﹤0.01% | 1036 |
|