SWA
SOA Wealth Advisors’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.7K | Buy |
+100
| New | +$76.7K | 0.01% | 303 |
|
|
2025
Q1 | – | Sell |
-27
| Closed | -$12.1K | – | 909 |
|
|
2024
Q4 | $12.1K | Hold |
27
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $9.95K | Sell |
27
-97
| -78% | -$35.7K | ﹤0.01% | 541 |
|
|
2024
Q2 | $38.9K | Hold |
124
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $32.7K | Hold |
124
| – | – | 0.01% | 362 |
|
|
2023
Q4 | $23.3K | Hold |
124
| – | – | 0.01% | 400 |
|
|
2023
Q3 | $19.2K | Hold |
124
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $19.9K | Sell |
124
-10
| -7% | -$1.61K | ﹤0.01% | 431 |
|
|
2023
Q1 | $17.9K | Hold |
134
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $10.6K | Hold |
134
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $11K | Hold |
134
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $12K | Hold |
134
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $20K | Buy |
134
+97
| +262% | +$14.5K | ﹤0.01% | 468 |
|
|
2021
Q4 | $8K | Sell |
37
-13
| -26% | -$2.81K | ﹤0.01% | 607 |
|
|
2021
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 574 |
|
|
2021
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 534 |
|
|
2021
Q1 | $13K | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $16K | Buy |
+50
| New | +$16K | ﹤0.01% | 443 |
|