SOA Wealth Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,000	Closed	-$29.4K	–	877
2025 Q3	$29.4K	Hold	1,000	–	–	0.01%	453
2025 Q2	$23.1K	Hold	1,000	–	–	﹤0.01%	483
2025 Q1	$23.1K	Hold	1,000	–	–	﹤0.01%	452
2024 Q4	$23.9K	Hold	1,000	–	–	﹤0.01%	429
2024 Q3	$23.6K	Hold	1,000	–	–	﹤0.01%	428
2024 Q2	$17.2K	Hold	1,000	–	–	﹤0.01%	460
2024 Q1	$15.9K	Hold	1,000	–	–	﹤0.01%	470
2023 Q4	$26.2K	Hold	1,000	–	–	0.01%	385
2023 Q3	$25.2K	Hold	1,000	–	–	0.01%	379
2023 Q2	$31K	Hold	1,000	–	–	0.01%	351
2023 Q1	$34.1K	Hold	1,000	–	–	0.01%	334
2022 Q4	$53.8K	Hold	1,000	–	–	0.01%	275
2022 Q3	$47K	Hold	1,000	–	–	0.01%	271
2022 Q2	$43K	Buy	+1,000	New	+$49.7K	0.01%	282