SWA
SOA Wealth Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143 | Hold |
1
| – | – | ﹤0.01% | 828 |
|
|
2025
Q1 | $127 | Hold |
1
| – | – | ﹤0.01% | 838 |
|
|
2024
Q4 | $155 | Hold |
1
| – | – | ﹤0.01% | 832 |
|
|
2024
Q3 | $159 | Hold |
1
| – | – | ﹤0.01% | 797 |
|
|
2024
Q2 | $132 | Hold |
1
| – | – | ﹤0.01% | 812 |
|
|
2024
Q1 | $126 | Hold |
1
| – | – | ﹤0.01% | 865 |
|
|
2023
Q4 | $129 | Hold |
1
| – | – | ﹤0.01% | 865 |
|
|
2023
Q3 | $109 | Hold |
1
| – | – | ﹤0.01% | 900 |
|
|
2023
Q2 | $149 | Hold |
1
| – | – | ﹤0.01% | 892 |
|
|
2023
Q1 | $108 | Hold |
1
| – | – | ﹤0.01% | 933 |
|
|
2022
Q4 | $101 | Hold |
1
| – | – | ﹤0.01% | 942 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 876 |
|
|
2022
Q2 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 887 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 847 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 819 |
|
|
2021
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 784 |
|
|
2021
Q2 | $2K | Buy |
5
+3
| +150% | +$1.2K | ﹤0.01% | 768 |
|
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 848 |
|