SWA
SOA Wealth Advisors’s American Airlines Group AAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5K | Sell |
5,477
-280
| -5% | -$3.14K | 0.01% | 333 |
|
|
2025
Q1 | $60.7K | Hold |
5,757
| – | – | 0.01% | 318 |
|
|
2024
Q4 | $100K | Sell |
5,757
-621
| -10% | -$10.8K | 0.02% | 255 |
|
|
2024
Q3 | $71.7K | Hold |
6,378
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $72.3K | Sell |
6,378
-200
| -3% | -$2.27K | 0.01% | 274 |
|
|
2024
Q1 | $101K | Hold |
6,578
| – | – | 0.02% | 243 |
|
|
2023
Q4 | $90.4K | Buy |
6,578
+100
| +2% | +$1.37K | 0.02% | 246 |
|
|
2023
Q3 | $83K | Hold |
6,478
| – | – | 0.02% | 243 |
|
|
2023
Q2 | $116K | Sell |
6,478
-342
| -5% | -$6.14K | 0.03% | 222 |
|
|
2023
Q1 | $101K | Buy |
6,820
+426
| +7% | +$6.28K | 0.02% | 225 |
|
|
2022
Q4 | $81.3K | Hold |
6,394
| – | – | 0.02% | 235 |
|
|
2022
Q3 | $76K | Sell |
6,394
-1,642
| -20% | -$19.5K | 0.02% | 221 |
|
|
2022
Q2 | $101K | Buy |
8,036
+194
| +2% | +$2.44K | 0.03% | 201 |
|
|
2022
Q1 | $143K | Sell |
7,842
-200
| -2% | -$3.65K | 0.03% | 198 |
|
|
2021
Q4 | $145K | Hold |
8,042
| – | – | 0.04% | 188 |
|
|
2021
Q3 | $165K | Buy |
8,042
+135
| +2% | +$2.77K | 0.04% | 169 |
|
|
2021
Q2 | $167K | Sell |
7,907
-158
| -2% | -$3.34K | 0.04% | 168 |
|
|
2021
Q1 | $192K | Hold |
8,065
| – | – | 0.05% | 144 |
|
|
2020
Q4 | $140K | Buy |
+8,065
| New | +$140K | 0.04% | 162 |
|