SOA Wealth Advisors’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.85K Hold
2025
Q2
$10K Hold
2025
Q1
$9.66K Hold
2024
Q4
$8.43K Hold
2024
Q3
$8.01K Hold
2024
Q2
$7.13K Sell
2024
Q1
$8.23K Hold
2023
Q4
$8.04K Buy
2023
Q3
$1.03K Hold
2023
Q2
$949 Hold
2023
Q1
$977 Hold
2022
Q4
$855 Sell
2022
Q3
$1K Hold
2022
Q2
$1K Sell
2022
Q1
$25K Hold
2021
Q4
$24K Hold
2021
Q3
$20K Buy
2021
Q2
$22K Buy
2021
Q1
$11K Sell
2020
Q4
$11K Buy