SWA
SOA Wealth Advisors’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1K | Sell |
237
-2
| -0.8% | -$583 | 0.01% | 316 |
|
|
2025
Q1 | $76.1K | Hold |
239
| – | – | 0.02% | 285 |
|
|
2024
Q4 | $81.5K | Hold |
239
| – | – | 0.02% | 272 |
|
|
2024
Q3 | $90.1K | Sell |
239
-40
| -14% | -$15.1K | 0.02% | 256 |
|
|
2024
Q2 | $85.8K | Sell |
279
-75
| -21% | -$23.1K | 0.02% | 257 |
|
|
2024
Q1 | $143K | Hold |
354
| – | – | 0.03% | 212 |
|
|
2023
Q4 | $141K | Hold |
354
| – | – | 0.03% | 203 |
|
|
2023
Q3 | $126K | Hold |
354
| – | – | 0.03% | 206 |
|
|
2023
Q2 | $133K | Hold |
354
| – | – | 0.03% | 203 |
|
|
2023
Q1 | $121K | Hold |
354
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $107K | Hold |
354
| – | – | 0.03% | 215 |
|
|
2022
Q3 | $112K | Sell |
354
-1
| -0.3% | -$316 | 0.03% | 194 |
|
|
2022
Q2 | $124K | Sell |
355
-101
| -22% | -$35.3K | 0.04% | 187 |
|
|
2022
Q1 | $192K | Hold |
456
| – | – | 0.05% | 164 |
|
|
2021
Q4 | $255K | Hold |
456
| – | – | 0.06% | 138 |
|
|
2021
Q3 | $198K | Buy |
456
+1
| +0.2% | +$434 | 0.05% | 156 |
|
|
2021
Q2 | $208K | Buy |
455
+222
| +95% | +$101K | 0.05% | 150 |
|
|
2021
Q1 | $80K | Sell |
233
-14
| -6% | -$4.81K | 0.02% | 217 |
|
|
2020
Q4 | $86K | Buy |
+247
| New | +$86K | 0.02% | 209 |
|