Sonora Investment Management Group, LLC Purchases in Q4 2024

Sonora Investment Management Group, LLC

  • $1.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HII
Huntington Ingalls Industries, Inc.

Industrials
1.09K
New
$184.96 - $264.65 $202K - $290K
1.09K $206K
VTV
Vanguard Value ETF

ETFs
1.22K
New
$168.32 - $181.87 $206K - $222K
1.22K $206K
GD
General Dynamics Corp

Industrials
779
New
$260.28 - $314.03 $203K - $245K
779 $205K
VEA
Vanguard Ftse Developed Market

ETFs
4.52K
+ 94.92%
$47.57 - $52.44 $215K - $237K
9.29K $444K
CRWD
Crowd Strike Holdings, Inc.

Technology
265
+ 17.79%
$275.15 - $388.2 $72.9K - $103K
1.76K $600K
PSX
Phillips 66

Energy
4.84K
+ 22.69%
$110.35 - $138.93 $535K - $673K
26.2K $2.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
509
+ 5.51%
$442.29 - $483.08 $225K - $246K
9.75K $4.42M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10.3K
New
$14.38 - $15.35 $148K - $158K
10.3K $154K
NFLX
Netflix Inc

Communication Services
8
+ 1.12%
$687.65 - $936.56 $5.5K - $7.49K
725 $646K
QBTS
D Wave Quantum Inc.

Technology
16.1K
New
$0.89 - $9.91 $14.4K - $160K
16.1K $135K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
12.1K
New
$10.41 - $11.76 $126K - $142K
12.1K $128K
FISV
Fiserv Inc

Technology
1.01K
New
N/A
1.01K $126K
NOW
Service Now, Inc.

Technology
60
+ 15.92%
$867.18 - $1148.42 $52K - $68.9K
437 $463K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
12.6K
New
$9.94 - $11.39 $125K - $143K
12.6K $125K
CSX
Csx Corp

Industrials
5.75K
+ 20.79%
$31.58 - $36.88 $182K - $212K
33.4K $1.08M
SHOP
Shopify Inc.

Technology
229
+ 7.35%
$78.14 - $119.49 $17.9K - $27.4K
3.35K $355K
FNDX
Schwab Fundamental U S Large C

ETFs
18.7K
+ 265.05%
$23.49 - $71.77 $439K - $1.34M
25.8K $609K
XLK
Technology Sector Spdr

ETFs
331
+ 9.88%
$220.26 - $241.44 $72.9K - $79.9K
3.68K $855K
PTLO
Portillo'S Inc.

Consumer Cyclical
10.4K
New
$8.66 - $13.88 $90.1K - $144K
10.4K $97K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11.7K
New
$8.17 - $8.66 $95.7K - $101K
11.7K $95K
WMB
Williams Companies, Inc.

Energy
99
+ 1.0%
$46.37 - $59.74 $4.59K - $5.91K
10K $540K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10.1K
New
$7.67 - $9.21 $77.7K - $93.3K
10.1K $87K
ENB
Enbridge Inc

Energy
1.23K
+ 7.67%
$40.4 - $43.92 $49.9K - $54.2K
17.3K $735K
PANW
Palo Alto Networks Inc

Technology
1.17K
+ 140.48%
$181.96 - $405.9 $212K - $473K
2K $363K
WM
Waste Management Inc

Industrials
689
+ 6.37%
$201.79 - $228.46 $139K - $157K
11.5K $2.32M
PEAK
Healthpeak Properties, Inc.

Real Estate
3.9K
+ 27.2%
N/A
18.2K $345K
ISRG
Intuitive Surgical Inc

Healthcare
85
+ 9.04%
$471.27 - $550.62 $40.1K - $46.8K
1.03K $535K
DUK
Duke Energy Corp

Utilities
873
+ 22.6%
$105.76 - $120.76 $92.3K - $105K
4.74K $510K
TTD
Trade Desk, Inc.

Technology
375
+ 17.51%
$108.7 - $139.51 $40.8K - $52.3K
2.52K $295K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17K
+ 237.29%
$26.93 - $84.95 $459K - $1.45M
24.2K $661K
ROK
Rockwell Automation, Inc

Industrials
113
+ 11.11%
$264.65 - $302.92 $29.9K - $34.2K
1.13K $322K
XLF
Financial Sector Spdr

ETFs
470
+ 6.35%
$44.89 - $51.34 $21.1K - $24.1K
7.88K $380K
ASRT
Assertio Holdings, Inc.

Healthcare
44.7K
New
$0.81 - $1.16 $36.2K - $51.9K
44.7K $38K
SCVL
Shoe Carnival Inc

Consumer Cyclical
13.1K
+ 35.6%
$32.69 - $41.93 $429K - $550K
50K $1.65M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.5K
+ 199.58%
$22.4 - $68.28 $862K - $2.63M
57.8K $1.34M
AXP
American Express CO

Financial Services
19
+ 2.25%
$267.35 - $305.57 $5.08K - $5.81K
863 $256K
ORCL
Oracle Corp

Technology
4.1K
+ 2.31%
$165.41 - $192.43 $678K - $789K
182K $30.3M
EAF
Graftech International LTD

Industrials
7K
+ 31.78%
$1.36 - $2.26 $9.52K - $15.8K
29K $50K
VOE
Vanguard Mid Cap Value Index F

ETFs
167
+ 12.52%
$160.89 - $176.18 $26.9K - $29.4K
1.5K $242K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.47K
+ 108.32%
$25.33 - $51.16 $189K - $382K
14.4K $371K
XLE
Energy Sector Spdr

ETFs
212
+ 7.59%
$83.32 - $97.27 $17.7K - $20.6K
3.01K $257K
UPS
United Parcel Service Inc

Industrials
380
+ 10.58%
$122.65 - $138.35 $46.6K - $52.6K
3.97K $500K
VIG
Vanguard Dividend Appreciation

ETFs
64
+ 1.88%
N/A
3.47K $631K
GUT
Gabelli Utility Trust

Financial Services
2.4K
+ 20.01%
$4.99 - $5.44 $12K - $13.1K
14.4K $72K
AKBA
Akebia Therapeutics, Inc.

Healthcare
2K
+ 20.0%
$1.26 - $2.13 $2.52K - $4.26K
12K $22K
QIPT
Quipt Home Medical Corp.

Healthcare
1K
+ 6.67%
$2.36 - $3.07 $2.36K - $3.07K
16K $48K
F
Ford Motor CO

Consumer Cyclical
1.26K
+ 10.26%
$9.69 - $11.4 $12.2K - $14.4K
13.6K $134K
FITB
Fifth Third Bancorp

Financial Services
848
+ 1.43%
$41.76 - $48.44 $35.4K - $41.1K
59.9K $2.53M
ETN
Eaton Corp PLC

Industrials
8
+ 0.4%
$326.96 - $377.52 $2.62K - $3.02K
1.99K $661K
Activity Summary
Buys All Purchases 145 New Holdings 27 Increased Positions 118 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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