SWA
SOA Wealth Advisors’s Urban One Class A UONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241 | Hold |
149
| – | – | ﹤0.01% | 815 |
|
|
2025
Q1 | $215 | Hold |
149
| – | – | ﹤0.01% | 825 |
|
|
2024
Q4 | $229 | Hold |
149
| – | – | ﹤0.01% | 812 |
|
|
2024
Q3 | $262 | Hold |
149
| – | – | ﹤0.01% | 780 |
|
|
2024
Q2 | $297 | Hold |
149
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $402 | Hold |
149
| – | – | ﹤0.01% | 816 |
|
|
2023
Q4 | $600 | Hold |
149
| – | – | ﹤0.01% | 790 |
|
|
2023
Q3 | $748 | Hold |
149
| – | – | ﹤0.01% | 796 |
|
|
2023
Q2 | $893 | Hold |
149
| – | – | ﹤0.01% | 791 |
|
|
2023
Q1 | $1.13K | Hold |
149
| – | – | ﹤0.01% | 782 |
|
|
2022
Q4 | $678 | Hold |
149
| – | – | ﹤0.01% | 827 |
|
|
2022
Q3 | $0 | Hold |
149
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q2 | $0 | Hold |
149
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q1 | $0 | Hold |
149
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q4 | $0 | Hold |
149
| – | – | ﹤0.01% | 994 |
|
|
2021
Q3 | $1K | Hold |
149
| – | – | ﹤0.01% | 875 |
|
|
2021
Q2 | $1K | Hold |
149
| – | – | ﹤0.01% | 850 |
|
|
2021
Q1 | $0 | Hold |
149
| – | – | ﹤0.01% | 932 |
|
|
2020
Q4 | $0 | Buy |
+149
| New | – | ﹤0.01% | 894 |
|