SWA
SOA Wealth Advisors’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572 | Buy |
5
+1
| +25% | +$114 | ﹤0.01% | 780 |
|
|
2025
Q1 | $442 | Hold |
4
| – | – | ﹤0.01% | 792 |
|
|
2024
Q4 | $456 | Hold |
4
| – | – | ﹤0.01% | 780 |
|
|
2024
Q3 | $397 | Hold |
4
| – | – | ﹤0.01% | 763 |
|
|
2024
Q2 | $367 | Hold |
4
| – | – | ﹤0.01% | 776 |
|
|
2024
Q1 | $386 | Hold |
4
| – | – | ﹤0.01% | 819 |
|
|
2023
Q4 | $363 | Hold |
4
| – | – | ﹤0.01% | 816 |
|
|
2023
Q3 | $295 | Hold |
4
| – | – | ﹤0.01% | 853 |
|
|
2023
Q2 | $312 | Hold |
4
| – | – | ﹤0.01% | 854 |
|
|
2023
Q1 | $368 | Hold |
4
| – | – | ﹤0.01% | 863 |
|
|
2022
Q4 | $366 | Hold |
4
| – | – | ﹤0.01% | 867 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $0 | Sell |
4
-22
| -85% | – | ﹤0.01% | 959 |
|
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 756 |
|
|
2021
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 736 |
|
|
2021
Q3 | $2K | Sell |
26
-1
| -4% | -$77 | ﹤0.01% | 791 |
|
|
2021
Q2 | $3K | Buy |
27
+6
| +29% | +$667 | ﹤0.01% | 729 |
|
|
2021
Q1 | $2K | Buy |
21
+1
| +5% | +$95 | ﹤0.01% | 720 |
|
|
2020
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 755 |
|