SWA
SOA Wealth Advisors’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-105
| Closed | -$9.04K | – | 883 |
|
|
2024
Q4 | $9.04K | Hold |
105
| – | – | ﹤0.01% | 552 |
|
|
2024
Q3 | $9.91K | Buy |
105
+1
| +1% | +$94 | ﹤0.01% | 543 |
|
|
2024
Q2 | $9.95K | Hold |
104
| – | – | ﹤0.01% | 541 |
|
|
2024
Q1 | $13.7K | Hold |
104
| – | – | ﹤0.01% | 499 |
|
|
2023
Q4 | $15K | Buy |
104
+1
| +1% | +$144 | ﹤0.01% | 473 |
|
|
2023
Q3 | $17.6K | Sell |
103
-350
| -77% | -$59.7K | ﹤0.01% | 444 |
|
|
2023
Q2 | $101K | Buy |
453
+391
| +631% | +$87.3K | 0.02% | 232 |
|
|
2023
Q1 | $13.7K | Hold |
62
| – | – | ﹤0.01% | 488 |
|
|
2022
Q4 | $13.4K | Hold |
62
| – | – | ﹤0.01% | 477 |
|
|
2022
Q3 | $16K | Buy |
+62
| New | +$16K | ﹤0.01% | 419 |
|