SWA
SOA Wealth Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121 | Hold |
1
| – | – | ﹤0.01% | 831 |
|
|
2025
Q1 | $100 | Hold |
1
| – | – | ﹤0.01% | 849 |
|
|
2024
Q4 | $109 | Hold |
1
| – | – | ﹤0.01% | 842 |
|
|
2024
Q3 | $98 | Hold |
1
| – | – | ﹤0.01% | 810 |
|
|
2024
Q2 | $81 | Hold |
1
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $84 | Hold |
1
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $83 | Sell |
1
-10
| -91% | -$830 | ﹤0.01% | 879 |
|
|
2023
Q3 | $741 | Hold |
11
| – | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $809 | Hold |
11
| – | – | ﹤0.01% | 800 |
|
|
2023
Q1 | $836 | Hold |
11
| – | – | ﹤0.01% | 805 |
|
|
2022
Q4 | $856 | Hold |
11
| – | – | ﹤0.01% | 805 |
|
|
2022
Q3 | $0 | Sell |
11
-1
| -8% | – | ﹤0.01% | 988 |
|
|
2022
Q2 | $0 | Sell |
12
-3
| -20% | – | ﹤0.01% | 1019 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 873 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 849 |
|
|
2021
Q3 | $1K | Buy |
15
+1
| +7% | +$67 | ﹤0.01% | 869 |
|
|
2021
Q2 | $1K | Buy |
14
+10
| +250% | +$714 | ﹤0.01% | 845 |
|
|
2021
Q1 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 922 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 886 |
|