SWA
SOA Wealth Advisors’s Zeta Global ZETA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
81,725
-28,930
| -26% | -$448K | 0.24% | 68 |
|
|
2025
Q1 | $1.5M | Buy |
110,655
+6,000
| +6% | +$81.4K | 0.31% | 57 |
|
|
2024
Q4 | $1.88M | Sell |
104,655
-6,345
| -6% | -$114K | 0.35% | 54 |
|
|
2024
Q3 | $3.31M | Sell |
111,000
-7,405
| -6% | -$221K | 0.63% | 36 |
|
|
2024
Q2 | $2.09M | Buy |
+118,405
| New | +$2.09M | 0.42% | 49 |
|
|
2023
Q3 | – | Sell |
-600
| Closed | -$5.12K | – | 963 |
|
|
2023
Q2 | $5.12K | Hold |
600
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $6.5K | Hold |
600
| – | – | ﹤0.01% | 585 |
|
|
2022
Q4 | $4.9K | Hold |
600
| – | – | ﹤0.01% | 627 |
|
|
2022
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $2K | Hold |
600
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 646 |
|