SWA
SOA Wealth Advisors’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
55,446
+2,151
| +4% | +$6.13K | 0.03% | 223 |
|
|
2025
Q1 | $105K | Buy |
53,295
+53,126
| +31,436% | +$104K | 0.02% | 256 |
|
|
2024
Q4 | $55.6K | Sell |
169
-13
| -7% | -$4.28K | 0.01% | 315 |
|
|
2024
Q3 | $46.4K | Sell |
182
-4
| -2% | -$1.02K | 0.01% | 329 |
|
|
2024
Q2 | $31.9K | Buy |
+186
| New | +$31.9K | 0.01% | 369 |
|