SOA Wealth Advisors’s Sterling Bancorp STL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,302
Closed -$85K 1047
2021
Q4
$85K Buy
3,302
+9
+0.3% +$232 0.02% 237
2021
Q3
$82K Buy
3,293
+10
+0.3% +$249 0.02% 250
2021
Q2
$81K Buy
3,283
+9
+0.3% +$222 0.02% 249
2021
Q1
$75K Buy
3,274
+11
+0.3% +$252 0.02% 230
2020
Q4
$66K Buy
+3,263
New +$66K 0.02% 236