SWA
SOA Wealth Advisors’s Main Street Capital MAIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
2,774
+31
| +1% | +$1.83K | 0.03% | 216 |
|
|
2025
Q1 | $155K | Buy |
2,743
+35
| +1% | +$1.98K | 0.03% | 213 |
|
|
2024
Q4 | $159K | Buy |
2,708
+43
| +2% | +$2.52K | 0.03% | 209 |
|
|
2024
Q3 | $134K | Buy |
2,665
+39
| +1% | +$1.96K | 0.03% | 222 |
|
|
2024
Q2 | $133K | Buy |
2,626
+38
| +1% | +$1.92K | 0.03% | 216 |
|
|
2024
Q1 | $122K | Buy |
2,588
+41
| +2% | +$1.94K | 0.03% | 227 |
|
|
2023
Q4 | $110K | Buy |
2,547
+43
| +2% | +$1.86K | 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% | -$63.5K | 0.02% | 236 |
|
|
2023
Q1 | $160K | Buy |
4,049
+42
| +1% | +$1.66K | 0.04% | 178 |
|
|
2022
Q4 | $148K | Buy |
4,007
+43
| +1% | +$1.59K | 0.04% | 185 |
|
|
2022
Q3 | $133K | Buy |
3,964
+42
| +1% | +$1.41K | 0.04% | 176 |
|
|
2022
Q2 | $151K | Buy |
3,922
+39
| +1% | +$1.5K | 0.04% | 166 |
|
|
2022
Q1 | $165K | Buy |
3,883
+38
| +1% | +$1.62K | 0.04% | 182 |
|
|
2021
Q4 | $171K | Buy |
3,845
+32
| +0.8% | +$1.42K | 0.04% | 172 |
|
|
2021
Q3 | $156K | Buy |
3,813
+32
| +0.8% | +$1.31K | 0.04% | 179 |
|
|
2021
Q2 | $155K | Buy |
3,781
+31
| +0.8% | +$1.27K | 0.04% | 179 |
|
|
2021
Q1 | $146K | Buy |
3,750
+24
| +0.6% | +$934 | 0.04% | 162 |
|
|
2020
Q4 | $127K | Buy |
+3,726
| New | +$127K | 0.03% | 172 |
|