SWA
SOA Wealth Advisors’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Sell |
239
-71
| -23% | -$9.19K | 0.01% | 440 |
|
|
2025
Q1 | $37.3K | Buy |
310
+1
| +0.3% | +$120 | 0.01% | 384 |
|
|
2024
Q4 | $36K | Sell |
309
-550
| -64% | -$64.2K | 0.01% | 375 |
|
|
2024
Q3 | $129K | Buy |
859
+3
| +0.4% | +$451 | 0.02% | 225 |
|
|
2024
Q2 | $135K | Sell |
856
-311
| -27% | -$49.2K | 0.03% | 215 |
|
|
2024
Q1 | $231K | Buy |
1,167
+9
| +0.8% | +$1.78K | 0.05% | 167 |
|
|
2023
Q4 | $202K | Buy |
1,158
+3
| +0.3% | +$522 | 0.04% | 174 |
|
|
2023
Q3 | $181K | Buy |
1,155
+3
| +0.3% | +$469 | 0.04% | 172 |
|
|
2023
Q2 | $189K | Buy |
1,152
+4
| +0.3% | +$656 | 0.04% | 165 |
|
|
2023
Q1 | $177K | Buy |
1,148
+4
| +0.3% | +$618 | 0.04% | 163 |
|
|
2022
Q4 | $151K | Buy |
1,144
+4
| +0.4% | +$527 | 0.04% | 183 |
|
|
2022
Q3 | $122K | Buy |
1,140
+203
| +22% | +$21.7K | 0.04% | 185 |
|
|
2022
Q2 | $97K | Buy |
937
+3
| +0.3% | +$311 | 0.03% | 207 |
|
|
2022
Q1 | $138K | Buy |
934
+81
| +9% | +$12K | 0.03% | 203 |
|
|
2021
Q4 | $97K | Sell |
853
-278
| -25% | -$31.6K | 0.02% | 221 |
|
|
2021
Q3 | $111K | Buy |
1,131
+131
| +13% | +$12.9K | 0.03% | 206 |
|
|
2021
Q2 | $96K | Buy |
1,000
+244
| +32% | +$23.4K | 0.02% | 219 |
|
|
2021
Q1 | $60K | Buy |
756
+4
| +0.5% | +$317 | 0.02% | 247 |
|
|
2020
Q4 | $41K | Buy |
+752
| New | +$41K | 0.01% | 291 |
|