SWA
AL

SOA Wealth Advisors’s Air Lease Corp AL Stock Holding History

SOA Wealth Advisors’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-705
Closed -$45.8K – 892
2026
Q1 		$45.8K Hold
705
– – 0.01% 384
2025
Q4 		$45.3K Hold
705
– – 0.01% 389
2025
Q3 		$44.9K Hold
705
– – 0.01% 395
2025
Q2 		$41.2K Hold
705
– – 0.01% 396
2025
Q1 		$34.1K Hold
705
– – 0.01% 393
2024
Q4 		$34K Hold
705
– – 0.01% 380
2024
Q3 		$31.9K Hold
705
– – 0.01% 385
2024
Q2 		$33.5K Hold
705
– – 0.01% 365
2024
Q1 		$36.3K Hold
705
– – 0.01% 348
2023
Q4 		$29.6K Hold
705
– – 0.01% 363
2023
Q3 		$27.8K Hold
705
– – 0.01% 362
2023
Q2 		$29.5K Hold
705
– – 0.01% 360
2023
Q1 		$27.8K Hold
705
– – 0.01% 366
2022
Q4 		$27.1K Hold
705
– – 0.01% 360
2022
Q3 		$21K Hold
705
– – 0.01% 375
2022
Q2 		$23K Hold
705
– – 0.01% 355
2022
Q1 		$31K Hold
705
– – 0.01% 383
2021
Q4 		$31K Hold
705
– – 0.01% 372
2021
Q3 		$27K Hold
705
– – 0.01% 399
2021
Q2 		$29K Hold
705
– – 0.01% 391
2021
Q1 		$34K Hold
705
– – 0.01% 314
2020
Q4 		$30K Buy
+705
New +$25.3K 0.01% 330

Other funds holding AL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

SOA Wealth Advisors's AL Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 705 shares — an estimated $45.8K sold.

SOA Wealth Advisors first reported a position in AL in Q4 2020 and held it in 22 quarters. The position peaked at $45.8K in Q1 2026. 3 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 705 Air Lease Corp shares in Q2 2026, an estimated $45.8K.
  • SOA Wealth Advisors first reported a position in Air Lease Corp in Q4 2020 and held it in 22 quarters.
  • SOA Wealth Advisors's Air Lease Corp position peaked at $45.8K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.