SWA
SOA Wealth Advisors’s Deere & Co DE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
834
-539
| -39% | -$274K | 0.08% | 130 |
|
|
2025
Q1 | $644K | Sell |
1,373
-12
| -0.9% | -$5.63K | 0.13% | 96 |
|
|
2024
Q4 | $587K | Sell |
1,385
-56
| -4% | -$23.7K | 0.11% | 102 |
|
|
2024
Q3 | $602K | Sell |
1,441
-20
| -1% | -$8.35K | 0.11% | 101 |
|
|
2024
Q2 | $546K | Buy |
1,461
+784
| +116% | +$293K | 0.11% | 103 |
|
|
2024
Q1 | $278K | Buy |
677
+44
| +7% | +$18.1K | 0.06% | 154 |
|
|
2023
Q4 | $253K | Sell |
633
-76
| -11% | -$30.4K | 0.06% | 152 |
|
|
2023
Q3 | $268K | Hold |
709
| – | – | 0.07% | 141 |
|
|
2023
Q2 | $287K | Buy |
709
+66
| +10% | +$26.8K | 0.07% | 135 |
|
|
2023
Q1 | $266K | Buy |
643
+58
| +10% | +$24K | 0.07% | 133 |
|
|
2022
Q4 | $251K | Buy |
585
+52
| +10% | +$22.3K | 0.07% | 134 |
|
|
2022
Q3 | $177K | Buy |
533
+83
| +18% | +$27.6K | 0.05% | 153 |
|
|
2022
Q2 | $134K | Hold |
450
| – | – | 0.04% | 179 |
|
|
2022
Q1 | $186K | Hold |
450
| – | – | 0.05% | 168 |
|
|
2021
Q4 | $153K | Hold |
450
| – | – | 0.04% | 187 |
|
|
2021
Q3 | $150K | Sell |
450
-1
| -0.2% | -$333 | 0.04% | 183 |
|
|
2021
Q2 | $159K | Buy |
451
+97
| +27% | +$34.2K | 0.04% | 174 |
|
|
2021
Q1 | $132K | Sell |
354
-2
| -0.6% | -$746 | 0.04% | 175 |
|
|
2020
Q4 | $111K | Buy |
+356
| New | +$111K | 0.03% | 183 |
|