SWA
LRFC
SOA Wealth Advisors’s Logan Ridge Finance Corp LRFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-985
| Closed | -$22.1K | – | 855 |
|
|
2024
Q2 | $22.1K | Hold |
985
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $22.2K | Hold |
985
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $22.3K | Hold |
985
| – | – | 0.01% | 411 |
|
|
2023
Q3 | $20.4K | Hold |
985
| – | – | 0.01% | 417 |
|
|
2023
Q2 | $20.4K | Hold |
985
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $20.5K | Hold |
985
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $22K | Hold |
985
| – | – | 0.01% | 391 |
|
|
2022
Q3 | $17K | Hold |
985
| – | – | 0.01% | 415 |
|
|
2022
Q2 | $15K | Hold |
985
| – | – | ﹤0.01% | 434 |
|
|
2022
Q1 | $22K | Buy |
+985
| New | +$22K | 0.01% | 454 |
|