Soa Wealth Advisors, Llc. Closed Holding Positions

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 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
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2022 Filed on Jul 13, 2022
19
$141.59 - $168.66 $2.69K - $3.2K
COO
Cooper Companies, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
4
$301.4 - $428.42 $1.21K - $1.71K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
37
$114.18 - $145.42 $4.22K - $5.38K
GGG
Graco Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
102
$56.92 - $70.83 $5.81K - $7.22K
TRMK
Trustmark Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
81
$27.09 - $30.56 $2.19K - $2.48K
MAQC
Maquia Capital Acquisition Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
900
$10.13 - $10.23 $9.12K - $9.21K
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
11
$76.05 - $123.38 $837 - $1.36K
TYL
Tyler Technologies Inc

Technology
Q2 2022 Filed on Jul 13, 2022
2
$303.39 - $444.26 $607 - $889
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
FRT
Federal Realty Investment Trust

Real Estate
Q2 2022 Filed on Jul 13, 2022
5
$93.85 - $126.48 $469 - $632
HRI
Herc Holdings Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
170
$86.52 - $159.92 $14.7K - $27.2K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
816
$10.71 - $14.31 $8.74K - $11.7K
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
JKHY
Henry Jack & Associates Inc

Technology
Q2 2022 Filed on Jul 13, 2022
1
$171.58 - $203.75 $172 - $204
TFX
Teleflex Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
2
$244.93 - $354.82 $490 - $710
USB
Us Bancorp \De\

Financial Services
Q2 2022 Filed on Jul 13, 2022
98
$45.41 - $53.07 $4.45K - $5.2K
UHAL
Amerco

Industrials
Q2 2022 Filed on Jul 13, 2022
18
$451.67 - $584.21 $8.13K - $10.5K
HUBB
Hubbell Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
33
$171.33 - $203.71 $5.65K - $6.72K
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
XWEL
Xwell Inc Common Stock
Q2 2022 Filed on Jul 13, 2022
1,500
N/A
EQIX
Equinix Inc

Real Estate
Q2 2022 Filed on Jul 13, 2022
1
$616.28 - $768.78 $616 - $769
CMS
Cms Energy Corp

Utilities
Q2 2022 Filed on Jul 13, 2022
51
$61.16 - $73.56 $3.12K - $3.75K
MTD
Mettler Toledo International Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
1
$1097.57 - $1381.84 $1.1K - $1.38K
LAKE
Lakeland Industries Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
650
$15.04 - $19.48 $9.78K - $12.7K
Discovery Inc Com Ser A
Q2 2022 Filed on Jul 13, 2022
6
N/A
EGP
Eastgroup Properties Inc

Real Estate
Q2 2022 Filed on Jul 13, 2022
55
$148.48 - $215.63 $8.17K - $11.9K
MKSI
Mks Instruments Inc

Technology
Q2 2022 Filed on Jul 13, 2022
3
$99.35 - $144.63 $298 - $434
SKIN
Beauty Health CO

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
850
$10.6 - $17.48 $9.01K - $14.9K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
1,100
$5.37 - $10.54 $5.91K - $11.6K
Proshares Ultrapro Short Qqq
Q1 2022 Filed on Apr 07, 2022
5
N/A
SMWB
Similarweb Ltd.

Communication Services
Q1 2022 Filed on Apr 07, 2022
0
$11.71 - $18.02 $0 - $0
BEAM
Beam Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 07, 2022
44
$53.73 - $82.16 $2.36K - $3.62K
BEEM
Beam Global

Technology
Q1 2022 Filed on Apr 07, 2022
25,891
$10.82 - $20.45 $280K - $529K
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on Apr 07, 2022
54
N/A
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 07, 2022
31
$39.79 - $52.32 $1.23K - $1.62K
CDK
Cdk Global, Inc.

Technology
Q1 2022 Filed on Apr 07, 2022
0
$41.57 - $49.26 $0 - $0
Federal Rlty Invt Tr Sh Ben Int New
Q1 2022 Filed on Apr 07, 2022
5
N/A
Ihs Markit LTD Shs
Q1 2022 Filed on Apr 07, 2022
1,489
N/A
APT
Alpha Pro Tech LTD

Industrials
Q1 2022 Filed on Apr 07, 2022
0
$3.88 - $6.07 $0 - $0
Apollo Global Mgmt Inc Com Cl A
Q1 2022 Filed on Apr 07, 2022
1,077
N/A
FVRR
Fiverr International Ltd.

Communication Services
Q1 2022 Filed on Apr 07, 2022
0
$58.34 - $109.5 $0 - $0
Sterling Bancorp Del Com
Q1 2022 Filed on Apr 07, 2022
3,302
N/A
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q1 2022 Filed on Apr 07, 2022
0
$16.75 - $30.42 $0 - $0
LFVN
Lifevantage Corp

Consumer Defensive
Q1 2022 Filed on Apr 07, 2022
572
$4.74 - $6.68 $2.71K - $3.82K
Hollyfrontier Corp Com
Q1 2022 Filed on Apr 07, 2022
2
N/A
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