SOA Wealth Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-386
| Closed | -$625 | – | 904 |
|
|
2026
Q1 | $625 | Hold |
386
| – | – | ﹤0.01% | 769 |
|
|
2025
Q4 | $656 | Hold |
386
| – | – | ﹤0.01% | 767 |
|
|
2025
Q3 | $681 | Hold |
386
| – | – | ﹤0.01% | 788 |
|
|
2025
Q2 | $672 | Hold |
386
| – | – | ﹤0.01% | 773 |
|
|
2025
Q1 | $660 | Hold |
386
| – | – | ﹤0.01% | 771 |
|
|
2024
Q4 | $668 | Hold |
386
| – | – | ﹤0.01% | 760 |
|
|
2024
Q3 | $687 | Hold |
386
| – | – | ﹤0.01% | 734 |
|
|
2024
Q2 | $654 | Hold |
386
| – | – | ﹤0.01% | 752 |
|
|
2024
Q1 | $666 | Hold |
386
| – | – | ﹤0.01% | 792 |
|
|
2023
Q4 | $664 | Hold |
386
| – | – | ﹤0.01% | 783 |
|
|
2023
Q3 | $606 | Hold |
386
| – | – | ﹤0.01% | 811 |
|
|
2023
Q2 | $629 | Hold |
386
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $648 | Hold |
386
| – | – | ﹤0.01% | 825 |
|
|
2022
Q4 | $658 | Hold |
386
| – | – | ﹤0.01% | 831 |
|
|
2022
Q3 | $0 | Hold |
386
| – | – | ﹤0.01% | 844 |
|
|
2022
Q2 | $0 | Hold |
386
| – | – | ﹤0.01% | 837 |
|
|
2022
Q1 | $0 | Hold |
386
| – | – | ﹤0.01% | 910 |
|
|
2021
Q4 | $1K | Hold |
386
| – | – | ﹤0.01% | 812 |
|
|
2021
Q3 | $1K | Hold |
386
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $1K | Hold |
386
| – | – | ﹤0.01% | 810 |
|
|
2021
Q1 | $0 | Hold |
386
| – | – | ﹤0.01% | 817 |
|
|
2020
Q4 | $0 | Buy |
+386
| New | +$945 | ﹤0.01% | 800 |
|
SOA Wealth Advisors's CIF Position: Q2 2026 in Review
SOA Wealth Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q2 2026, closing a stake of 386 shares — an estimated $625 sold.
SOA Wealth Advisors first reported a position in CIF in Q4 2020 and held it in 22 quarters. The position peaked at $1K in Q4 2021. 0 funds tracked by Wall St. Rank hold CIF as of Q2 2026.
- SOA Wealth Advisors reported no remaining MFS Intermediate High Income Fund position as of Q2 2026 after selling out during the quarter.
- SOA Wealth Advisors sold 386 MFS Intermediate High Income Fund shares in Q2 2026, an estimated $625.
- SOA Wealth Advisors first reported a position in MFS Intermediate High Income Fund in Q4 2020 and held it in 22 quarters.
- SOA Wealth Advisors's MFS Intermediate High Income Fund position peaked at $1K in Q4 2021.
- 0 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2026.
Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.