Souders Financial Advisors Closed Holding Positions

Souders Financial Advisors

  • $683 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IVT
Inven Trust Properties Corp.

Real Estate
Q2 2022 Filed on Aug 05, 2022
8,864
$25.61 - $32.52 $227K - $288K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q2 2022 Filed on Aug 05, 2022
10,509
$13.69 - $20.06 $144K - $211K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
10,017
$90.33 - $132.7 $905K - $1.33M
Draftkings Inc
Q2 2022 Filed on Aug 05, 2022
19,647
N/A
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 05, 2022
1,673
$93.29 - $138.58 $156K - $232K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
6,923
$69.84 - $121.86 $484K - $844K
USB
Us Bancorp \De\

Financial Services
Q2 2022 Filed on Aug 05, 2022
3,872
$45.41 - $53.07 $176K - $205K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
5,089
$28.0 - $113.85 $142K - $579K
CNXC
Concentrix Corp

Technology
Q2 2022 Filed on Aug 05, 2022
1,342
$134.7 - $166.05 $181K - $223K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 04, 2022
56,118
$39.56 - $47.63 $2.22M - $2.67M
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2022 Filed on May 04, 2022
9,168
$218.27 - $304.24 $2M - $2.79M
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on May 04, 2022
14,228
$63.11 - $82.31 $898K - $1.17M
AZEK
Azek CO Inc.

Industrials
Q1 2022 Filed on May 04, 2022
12,092
$24.26 - $45.85 $293K - $554K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 04, 2022
39,151
$57.92 - $72.58 $2.27M - $2.84M
OSH
Oak Street Health, Inc.

Healthcare
Q1 2022 Filed on May 04, 2022
11,518
$14.82 - $34.51 $171K - $397K
MMM
3 M CO

Industrials
Q4 2021 Filed on Feb 04, 2022
4,388
$170.04 - $183.66 $746K - $806K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
5,048
$34.56 - $96.6 $174K - $488K
ALLO
Allogene Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
23,787
$13.13 - $24.52 $312K - $583K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 04, 2022
10,118
$5.96 - $6.63 $60.3K - $67.1K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,661
$106.13 - $132.99 $176K - $221K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 04, 2022
5,326
$99.53 - $127.75 $530K - $680K
FLT
Fleetcor Technologies Inc

Technology
Q3 2021 Filed on Nov 03, 2021
2,020
$245.6 - $270.32 $496K - $546K
LU
Lufax Holding LTD

Financial Services
Q3 2021 Filed on Nov 03, 2021
39,795
$6.98 - $11.18 $278K - $445K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2021 Filed on Nov 03, 2021
83,821
$8.38 - $10.18 $702K - $853K
General Electric CO
Q3 2021 Filed on Nov 03, 2021
11,120
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 03, 2021
3,502
$145.08 - $221.87 $508K - $777K
SAVA
Cassava Sciences Inc

Healthcare
Q3 2021 Filed on Nov 03, 2021
3,116
$41.79 - $135.3 $130K - $422K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 09, 2021
44,546
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2021 Filed on Aug 09, 2021
103,243
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2021 Filed on Aug 09, 2021
8,871
N/A
CI
Cigna Corp

Healthcare
Q1 2021 Filed on May 13, 2021
3,242
$203.27 - $247.55 $659K - $803K
DBD
Diebold Nixdorf, Inc

Technology
Q1 2021 Filed on May 13, 2021
10,158
$10.21 - $17.17 $104K - $174K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 13, 2021
8,659
$25.02 - $54.99 $217K - $476K
GPN
Global Payments Inc

Industrials
Q1 2021 Filed on May 13, 2021
2,645
$176.52 - $215.55 $467K - $570K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2021 Filed on May 13, 2021
4,407
$144.79 - $166.95 $638K - $736K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2020 Filed on Feb 09, 2021
2,709
$132.59 - $154.32 $359K - $418K
SNX
Td Synnex Corp

Technology
Q4 2020 Filed on Feb 09, 2021
1,461
$65.82 - $83.76 $96.2K - $122K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2020 Filed on Nov 12, 2020
8,561
$34.54 - $36.7 $296K - $314K
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
46,631
$2.39 - $13.08 $111K - $610K
Chesapeake Energy Corp
Q2 2020 Filed on Aug 11, 2020
19,624
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 11, 2020
10,697
N/A
LYG
Lloyds Banking Group PLC

Financial Services
Q2 2020 Filed on Aug 11, 2020
12,525
$1.29 - $1.85 $16.2K - $23.2K
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 11, 2020
107,840
N/A
Boingo Wireless Inc
Q2 2020 Filed on Aug 11, 2020
15,623
N/A
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
4,286
N/A
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