SWA
SOA Wealth Advisors’s Live Nation Entertainment LYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4K | Sell |
3,346
-546
| -14% | -$7.9K | 0.01% | 377 |
|
|
2025
Q1 | $68.7K | Buy |
3,892
+3,392
| +678% | +$59.9K | 0.01% | 298 |
|
|
2024
Q4 | $64.8K | Buy |
500
+80
| +19% | +$10.4K | 0.01% | 298 |
|
|
2024
Q3 | $46K | Buy |
+420
| New | +$46K | 0.01% | 332 |
|
|
2024
Q2 | – | Sell |
-852
| Closed | -$90.1K | – | 891 |
|
|
2024
Q1 | $90.1K | Buy |
852
+600
| +238% | +$63.5K | 0.02% | 251 |
|
|
2023
Q4 | $23.6K | Sell |
252
-75
| -23% | -$7.02K | 0.01% | 399 |
|
|
2023
Q3 | $27.2K | Hold |
327
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $29.8K | Sell |
327
-147
| -31% | -$13.4K | 0.01% | 357 |
|
|
2023
Q1 | $33.2K | Hold |
474
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $33.1K | Buy |
474
+95
| +25% | +$6.63K | 0.01% | 330 |
|
|
2022
Q3 | $28K | Buy |
379
+331
| +690% | +$24.5K | 0.01% | 333 |
|
|
2022
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 647 |
|
|
2021
Q4 | – | Sell |
-425
| Closed | -$38K | – | 937 |
|
|
2021
Q3 | $38K | Buy |
425
+155
| +57% | +$13.9K | 0.01% | 344 |
|
|
2021
Q2 | $23K | Buy |
+270
| New | +$23K | 0.01% | 433 |
|
|
2021
Q1 | – | Sell |
-52
| Closed | -$4K | – | 879 |
|
|
2020
Q4 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 632 |
|