Soa Wealth Advisors, Llc. Closed Holding Positions

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LAKE
Lakeland Industries Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
650
$15.04 - $19.48 $9.78K - $12.7K
FRT
Federal Realty Investment Trust

Real Estate
Q2 2022 Filed on Jul 13, 2022
5
$93.85 - $126.48 $469 - $632
Discovery Inc Com Ser A
Q2 2022 Filed on Jul 13, 2022
6
N/A
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
11
$76.05 - $123.38 $837 - $1.36K
SNA
Snap On Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
2
$191.82 - $227.95 $384 - $456
UDR
Udr, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
10
$42.32 - $59.57 $423 - $596
CMS
Cms Energy Corp

Utilities
Q2 2022 Filed on Jul 13, 2022
51
$61.16 - $73.56 $3.12K - $3.75K
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
4
$36.25 - $45.86 $145 - $183
ALGN
Align Technology Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
115
$229.82 - $446.41 $26.4K - $51.3K
COO
Cooper Companies, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
4
$301.4 - $428.42 $1.21K - $1.71K
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2022 Filed on Jul 13, 2022
26
$11.84 - $14.44 $308 - $375
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
13
$104.84 - $119.55 $1.36K - $1.55K
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
Veoneer Inc Com
Q2 2022 Filed on Jul 13, 2022
90
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
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
DRE
Duke Realty Corp

Real Estate
Q2 2022 Filed on Jul 13, 2022
1
$47.71 - $61.53 $47.7 - $61.5
Cerner Corp Com
Q2 2022 Filed on Jul 13, 2022
409
N/A
TYL
Tyler Technologies Inc

Technology
Q2 2022 Filed on Jul 13, 2022
2
$303.39 - $444.26 $607 - $889
Peoples United Financial Inc Com
Q2 2022 Filed on Jul 13, 2022
319
N/A
LFVN
Lifevantage Corp

Consumer Defensive
Q1 2022 Filed on Apr 07, 2022
572
$4.74 - $6.68 $2.71K - $3.82K
APT
Alpha Pro Tech LTD

Industrials
Q1 2022 Filed on Apr 07, 2022
0
$3.88 - $6.07 $0 - $0
Xilinx Inc Com
Q1 2022 Filed on Apr 07, 2022
57
N/A
Sterling Bancorp Del Com
Q1 2022 Filed on Apr 07, 2022
3,302
N/A
Assertio Holdings Inc Com New
Q1 2022 Filed on Apr 07, 2022
250
N/A
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 07, 2022
31
$39.79 - $52.32 $1.23K - $1.62K
TDF
Templeton Dragon Fund Inc

Financial Services
Q1 2022 Filed on Apr 07, 2022
107
$11.93 - $17.17 $1.28K - $1.84K
CDK
Cdk Global, Inc.

Technology
Q1 2022 Filed on Apr 07, 2022
0
$41.57 - $49.26 $0 - $0
Apollo Global Mgmt Inc Com Cl A
Q1 2022 Filed on Apr 07, 2022
1,077
N/A
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
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
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
Federal Rlty Invt Tr Sh Ben Int New
Q1 2022 Filed on Apr 07, 2022
5
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 07, 2022
755
$44.64 - $55.71 $33.7K - $42.1K
Hollyfrontier Corp Com
Q1 2022 Filed on Apr 07, 2022
2
N/A
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
Proshares Ultrapro Short Qqq
Q1 2022 Filed on Apr 07, 2022
5
N/A
Trinseo S A Shs
Q4 2021 Filed on Jan 13, 2022
447
N/A
PCOR
Procore Technologies, Inc.

Technology
Q4 2021 Filed on Jan 13, 2022
175
$75.67 - $104.86 $13.2K - $18.4K
MTTR
Matterport, Inc.

Technology
Q4 2021 Filed on Jan 13, 2022
700
$18.01 - $33.05 $12.6K - $23.1K
Score Media & Gaming Inc Cl A Sub Vtg Shs
Q4 2021 Filed on Jan 13, 2022
307
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 13, 2022
16
N/A
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