Soa Wealth Advisors, Llc. Closed Holding Positions

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UPWK
Upwork, Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
429
$15.68 - $24.75 $6.73K - $10.6K
MKSI
Mks Instruments Inc

Technology
Q2 2022 Filed on Jul 13, 2022
3
$99.35 - $144.63 $298 - $434
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2022 Filed on Jul 13, 2022
19
$141.59 - $168.66 $2.69K - $3.2K
TER
Teradyne, Inc

Technology
Q2 2022 Filed on Jul 13, 2022
10
$86.95 - $118.94 $870 - $1.19K
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
4
$36.25 - $45.86 $145 - $183
SNA
Snap On Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
2
$191.82 - $227.95 $384 - $456
HRI
Herc Holdings Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
170
$86.52 - $159.92 $14.7K - $27.2K
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2022 Filed on Jul 13, 2022
2
$103.59 - $154.43 $207 - $309
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 13, 2022
57
$23.08 - $25.81 $1.32K - $1.47K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
611
$28.63 - $75.86 $17.5K - $46.4K
DRE
Duke Realty Corp

Real Estate
Q2 2022 Filed on Jul 13, 2022
1
$47.71 - $61.53 $47.7 - $61.5
Peoples United Financial Inc Com
Q2 2022 Filed on Jul 13, 2022
319
N/A
FRT
Federal Realty Investment Trust

Real Estate
Q2 2022 Filed on Jul 13, 2022
5
$93.85 - $126.48 $469 - $632
TYL
Tyler Technologies Inc

Technology
Q2 2022 Filed on Jul 13, 2022
2
$303.39 - $444.26 $607 - $889
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
11
$76.05 - $123.38 $837 - $1.36K
JKHY
Henry Jack & Associates Inc

Technology
Q2 2022 Filed on Jul 13, 2022
1
$171.58 - $203.75 $172 - $204
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 13, 2022
10
$29.26 - $50.96 $293 - $510
TRMK
Trustmark Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
81
$27.09 - $30.56 $2.19K - $2.48K
Veoneer Inc Com
Q2 2022 Filed on Jul 13, 2022
90
N/A
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
2
$158.74 - $219.95 $317 - $440
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
13
$104.84 - $119.55 $1.36K - $1.55K
ALGN
Align Technology Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
115
$229.82 - $446.41 $26.4K - $51.3K
SKIN
Beauty Health CO

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
850
$10.6 - $17.48 $9.01K - $14.9K
CMS
Cms Energy Corp

Utilities
Q2 2022 Filed on Jul 13, 2022
51
$61.16 - $73.56 $3.12K - $3.75K
USB
Us Bancorp \De\

Financial Services
Q2 2022 Filed on Jul 13, 2022
98
$45.41 - $53.07 $4.45K - $5.2K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
37
$114.18 - $145.42 $4.22K - $5.38K
Discovery Inc Com Ser A
Q2 2022 Filed on Jul 13, 2022
6
N/A
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
1,100
$5.37 - $10.54 $5.91K - $11.6K
GGG
Graco Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
102
$56.92 - $70.83 $5.81K - $7.22K
UHS
Universal Health Services Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
3
$100.71 - $155.55 $302 - $467
Sterling Bancorp Del Com
Q1 2022 Filed on Apr 07, 2022
3,302
N/A
CDK
Cdk Global, Inc.

Technology
Q1 2022 Filed on Apr 07, 2022
0
$41.57 - $49.26 $0 - $0
BEAM
Beam Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 07, 2022
44
$53.73 - $82.16 $2.36K - $3.62K
Ihs Markit LTD Shs
Q1 2022 Filed on Apr 07, 2022
1,489
N/A
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 07, 2022
31
$39.79 - $52.32 $1.23K - $1.62K
Apollo Global Mgmt Inc Com Cl A
Q1 2022 Filed on Apr 07, 2022
1,077
N/A
Xilinx Inc Com
Q1 2022 Filed on Apr 07, 2022
57
N/A
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on Apr 07, 2022
54
N/A
BEEM
Beam Global

Technology
Q1 2022 Filed on Apr 07, 2022
25,891
$10.82 - $20.45 $280K - $529K
CMCL
Caledonia Mining Corp PLC

Basic Materials
Q1 2022 Filed on Apr 07, 2022
600
$11.22 - $16.0 $6.73K - $9.6K
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q1 2022 Filed on Apr 07, 2022
0
$16.75 - $30.42 $0 - $0
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on Apr 07, 2022
103
$33.58 - $51.3 $3.46K - $5.28K
Federal Rlty Invt Tr Sh Ben Int New
Q1 2022 Filed on Apr 07, 2022
5
N/A
FVRR
Fiverr International Ltd.

Communication Services
Q1 2022 Filed on Apr 07, 2022
0
$58.34 - $109.5 $0 - $0
SMWB
Similarweb Ltd.

Communication Services
Q1 2022 Filed on Apr 07, 2022
0
$11.71 - $18.02 $0 - $0
LFVN
Lifevantage Corp

Consumer Defensive
Q1 2022 Filed on Apr 07, 2022
572
$4.74 - $6.68 $2.71K - $3.82K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 07, 2022
755
$44.64 - $55.71 $33.7K - $42.1K
TDF
Templeton Dragon Fund Inc

Financial Services
Q1 2022 Filed on Apr 07, 2022
107
$11.93 - $17.17 $1.28K - $1.84K
APT
Alpha Pro Tech LTD

Industrials
Q1 2022 Filed on Apr 07, 2022
0
$3.88 - $6.07 $0 - $0
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