SOA Wealth Advisors’s Bankunited BKU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.1K Buy
115
+1
+0.9% +$36 ﹤0.01% 666
2025
Q1
$3.93K Buy
114
+1
+0.9% +$34 ﹤0.01% 652
2024
Q4
$4.33K Buy
113
+1
+0.9% +$38 ﹤0.01% 630
2024
Q3
$4.1K Hold
112
﹤0.01% 617
2024
Q2
$3.27K Buy
112
+2
+2% +$58 ﹤0.01% 638
2024
Q1
$3.09K Buy
110
+1
+0.9% +$28 ﹤0.01% 660
2023
Q4
$3.55K Buy
109
+1
+0.9% +$33 ﹤0.01% 639
2023
Q3
$2.45K Buy
108
+1
+0.9% +$23 ﹤0.01% 696
2023
Q2
$2.31K Buy
107
+1
+0.9% +$22 ﹤0.01% 710
2023
Q1
$2.39K Buy
106
+1
+1% +$23 ﹤0.01% 708
2022
Q4
$3.57K Buy
105
+1
+1% +$34 ﹤0.01% 667
2022
Q3
$3K Buy
104
+1
+1% +$29 ﹤0.01% 651
2022
Q2
$3K Buy
103
+1
+1% +$29 ﹤0.01% 634
2022
Q1
$4K Hold
102
﹤0.01% 705
2021
Q4
$4K Buy
102
+1
+1% +$39 ﹤0.01% 684
2021
Q3
$4K Hold
101
﹤0.01% 701
2021
Q2
$4K Buy
101
+1
+1% +$40 ﹤0.01% 684
2021
Q1
$4K Hold
100
﹤0.01% 641
2020
Q4
$3K Buy
+100
New +$3K ﹤0.01% 657