SWA
SOA Wealth Advisors’s Lucid Motors LCID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55K | Buy |
1,210
+1,000
| +476% | +$2.11K | ﹤0.01% | 695 |
|
|
2025
Q1 | $508 | Sell |
210
-790
| -79% | -$1.91K | ﹤0.01% | 784 |
|
|
2024
Q4 | $3.02K | Buy |
1,000
+900
| +900% | +$2.72K | ﹤0.01% | 654 |
|
|
2024
Q3 | $353 | Sell |
100
-450
| -82% | -$1.59K | ﹤0.01% | 767 |
|
|
2024
Q2 | $1.44K | Buy |
550
+450
| +450% | +$1.18K | ﹤0.01% | 702 |
|
|
2024
Q1 | $285 | Sell |
100
-200
| -67% | -$570 | ﹤0.01% | 839 |
|
|
2023
Q4 | $1.26K | Sell |
300
-308
| -51% | -$1.3K | ﹤0.01% | 739 |
|
|
2023
Q3 | $3.4K | Hold |
608
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $4.19K | Buy |
608
+25
| +4% | +$172 | ﹤0.01% | 644 |
|
|
2023
Q1 | $4.69K | Hold |
583
| – | – | ﹤0.01% | 628 |
|
|
2022
Q4 | $3.98K | Buy |
583
+118
| +25% | +$806 | ﹤0.01% | 653 |
|
|
2022
Q3 | $6K | Buy |
465
+250
| +116% | +$3.23K | ﹤0.01% | 582 |
|
|
2022
Q2 | $3K | Sell |
215
-73
| -25% | -$1.02K | ﹤0.01% | 646 |
|
|
2022
Q1 | $7K | Buy |
+288
| New | +$7K | ﹤0.01% | 641 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$4K | – | 947 |
|
|
2021
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 695 |
|
|
2021
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 681 |
|