SWA
SOA Wealth Advisors’s Republic Services RSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-164
| Closed | -$39.7K | – | 926 |
|
|
2025
Q1 | $39.7K | Hold |
164
| – | – | 0.01% | 375 |
|
|
2024
Q4 | $33K | Hold |
164
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $32.9K | Hold |
164
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $31.9K | Hold |
164
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $31.4K | Hold |
164
| – | – | 0.01% | 368 |
|
|
2023
Q4 | $27K | Hold |
164
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $23.4K | Hold |
164
| – | – | 0.01% | 392 |
|
|
2023
Q2 | $25.1K | Hold |
164
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $22.2K | Hold |
164
| – | – | 0.01% | 410 |
|
|
2022
Q4 | $21.2K | Hold |
164
| – | – | 0.01% | 396 |
|
|
2022
Q3 | $22K | Sell |
164
-3
| -2% | -$402 | 0.01% | 369 |
|
|
2022
Q2 | $21K | Sell |
167
-6
| -3% | -$754 | 0.01% | 380 |
|
|
2022
Q1 | $22K | Hold |
173
| – | – | 0.01% | 456 |
|
|
2021
Q4 | $23K | Buy |
173
+111
| +179% | +$14.8K | 0.01% | 427 |
|
|
2021
Q3 | $7K | Sell |
62
-3
| -5% | -$339 | ﹤0.01% | 645 |
|
|
2021
Q2 | $7K | Buy |
65
+4
| +7% | +$431 | ﹤0.01% | 631 |
|
|
2021
Q1 | $6K | Buy |
61
+7
| +13% | +$689 | ﹤0.01% | 603 |
|
|
2020
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 640 |
|