SOA Wealth Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73.5K | Hold |
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|
2025
Q2 | $69.1K | Sell |
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|
2025
Q1 | $76.1K | Hold |
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|
2024
Q4 | $81.5K | Hold |
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|
2024
Q3 | $90.1K | Sell |
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|
2024
Q2 | $85.8K | Sell |
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|
2024
Q1 | $143K | Hold |
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|
2023
Q4 | $141K | Hold |
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|
2023
Q3 | $126K | Hold |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $121K | Hold |
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|
2022
Q4 | $107K | Hold |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $124K | Sell |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $198K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2021
Q1 | $80K | Sell |
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|
2020
Q4 | $86K | Buy |
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