SWA
SOA Wealth Advisors’s Rollins ROL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355 | Hold |
6
| – | – | ﹤0.01% | 800 |
|
2025
Q1 | $339 | Hold |
6
| – | – | ﹤0.01% | 809 |
|
2024
Q4 | $290 | Hold |
6
| – | – | ﹤0.01% | 806 |
|
2024
Q3 | $315 | Hold |
6
| – | – | ﹤0.01% | 772 |
|
2024
Q2 | $303 | Hold |
6
| – | – | ﹤0.01% | 788 |
|
2024
Q1 | $287 | Hold |
6
| – | – | ﹤0.01% | 837 |
|
2023
Q4 | $270 | Hold |
6
| – | – | ﹤0.01% | 834 |
|
2023
Q3 | $230 | Hold |
6
| – | – | ﹤0.01% | 868 |
|
2023
Q2 | $263 | Hold |
6
| – | – | ﹤0.01% | 864 |
|
2023
Q1 | $229 | Hold |
6
| – | – | ﹤0.01% | 894 |
|
2022
Q4 | $223 | Hold |
6
| – | – | ﹤0.01% | 896 |
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 969 |
|
2022
Q2 | $0 | Sell |
6
-92
| -94% | – | ﹤0.01% | 1001 |
|
2022
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 764 |
|
2021
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 743 |
|
2021
Q3 | $3K | Buy |
98
+4
| +4% | +$122 | ﹤0.01% | 760 |
|
2021
Q2 | $3K | Buy |
94
+45
| +92% | +$1.44K | ﹤0.01% | 736 |
|
2021
Q1 | $1K | Sell |
49
-165
| -77% | -$3.37K | ﹤0.01% | 786 |
|
2020
Q4 | $8K | Buy |
+214
| New | +$8K | ﹤0.01% | 554 |
|