SOA Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$153K	Buy	2,881 +38	+1%	+$2.25K	0.03%	227
2025 Q4	$172K	Buy	2,843 +36	+1%	+$2.12K	0.03%	220
2025 Q3	$178K	Buy	2,807 +33	+1%	+$2.13K	0.03%	216
2025 Q2	$164K	Buy	2,774 +31	+1%	+$1.71K	0.03%	216
2025 Q1	$155K	Buy	2,743 +35	+1%	+$2.08K	0.03%	213
2024 Q4	$159K	Buy	2,708 +43	+2%	+$2.29K	0.03%	209
2024 Q3	$134K	Buy	2,665 +39	+1%	+$1.95K	0.03%	222
2024 Q2	$133K	Buy	2,626 +38	+1%	+$1.85K	0.03%	216
2024 Q1	$122K	Buy	2,588 +41	+2%	+$1.85K	0.03%	227
2023 Q4	$110K	Buy	2,547 +43	+2%	+$1.76K	0.02%	224
2023 Q3	$102K	Buy	2,504 +42	+2%	+$1.71K	0.03%	225
2023 Q2	$98.6K	Sell	2,462 -1,587	-39%	-$63K	0.02%	236
2023 Q1	$160K	Buy	4,049 +42	+1%	+$1.66K	0.04%	178
2022 Q4	$148K	Buy	4,007 +43	+1%	+$1.57K	0.04%	185
2022 Q3	$133K	Buy	3,964 +42	+1%	+$1.73K	0.04%	176
2022 Q2	$151K	Buy	3,922 +39	+1%	+$1.52K	0.04%	166
2022 Q1	$165K	Buy	3,883 +38	+1%	+$1.63K	0.04%	182
2021 Q4	$171K	Buy	3,845 +32	+0.8%	+$1.41K	0.04%	172
2021 Q3	$156K	Buy	3,813 +32	+0.8%	+$1.33K	0.04%	179
2021 Q2	$155K	Buy	3,781 +31	+0.8%	+$1.29K	0.04%	179
2021 Q1	$146K	Buy	3,750 +24	+0.6%	+$843	0.04%	162
2020 Q4	$127K	Buy	+3,726	New	+$114K	0.03%	172