Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SONO
Sonos Inc

Technology
Q2 2022 Filed on Jul 15, 2022
200
$18.04 - $28.29 $3.61K - $5.66K
SONY
Sony Group Corp

Technology
Q2 2022 Filed on Jul 15, 2022
200
$80.06 - $105.04 $16K - $21K
SO
Southern CO

Utilities
Q2 2022 Filed on Jul 15, 2022
800
$65.39 - $76.51 $52.3K - $61.2K
LUV
Southwest Airlines CO

Industrials
Q2 2022 Filed on Jul 15, 2022
1,600
$34.98 - $48.38 $56K - $77.4K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2022 Filed on Jul 15, 2022
60
$298.72 - $351.53 $17.9K - $21.1K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2022 Filed on Jul 15, 2022
200
$33.7 - $39.38 $6.74K - $7.88K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2022 Filed on Jul 15, 2022
900
$38.63 - $45.45 $34.8K - $40.9K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$402.57 - $493.76 $40.3K - $49.4K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q2 2022 Filed on Jul 15, 2022
1,300
$103.89 - $125.61 $135K - $163K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Jul 15, 2022
143
$45.07 - $47.95 $6.45K - $6.86K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q2 2022 Filed on Jul 15, 2022
500
$13.94 - $19.31 $6.97K - $9.66K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
590
$135.8 - $166.97 $80.1K - $98.5K
LBAI
Lakeland Bancorp Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
200
$14.51 - $16.68 $2.9K - $3.34K
MDU
Mdu Resources Group Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
2,000
$25.09 - $28.05 $50.2K - $56.1K
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Jul 15, 2022
450
$87.4 - $113.09 $39.3K - $50.9K
MET
Metlife Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,258
$60.87 - $72.44 $76.6K - $91.1K
MU
Micron Technology Inc

Technology
Q2 2022 Filed on Jul 15, 2022
2,179
$55.01 - $77.67 $120K - $169K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
464
$21.69 - $25.95 $10.1K - $12K
MLI
Mueller Industries Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
1,500
$50.55 - $59.74 $75.8K - $89.6K
MBIO
Mustang Bio, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
4,000
$0.58 - $1.13 $2.32K - $4.52K
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Jul 15, 2022
10,200
$3.17 - $6.17 $32.3K - $62.9K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
50
$75.79 - $100.07 $3.79K - $5K
NRZ
New Residential Investment Corp.

Real Estate
Q2 2022 Filed on Jul 15, 2022
200
$8.25 - $11.74 $1.65K - $2.35K
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 15, 2022
600
$59.67 - $85.42 $35.8K - $51.3K
NKLA
Nikola Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
150
$4.72 - $10.53 $708 - $1.58K
MAT
Mattel Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
300
$21.46 - $26.97 $6.44K - $8.09K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
150
$144.34 - $178.7 $21.7K - $26.8K
LPI
Laredo Petroleum, Inc.

Energy
Q2 2022 Filed on Jul 15, 2022
25
$55.99 - $116.32 $1.4K - $2.91K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
200
$30.14 - $39.93 $6.03K - $7.99K
LPTH
Lightpath Technologies Inc

Technology
Q2 2022 Filed on Jul 15, 2022
900
$1.12 - $1.99 $1.01K - $1.79K
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Jul 15, 2022
100
$287.53 - $335.76 $28.8K - $33.6K
CCOR
Listed Fds Tr Core Alternative

ETFs
Q2 2022 Filed on Jul 15, 2022
250
$29.42 - $31.41 $7.36K - $7.85K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
200
$13.86 - $25.21 $2.77K - $5.04K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
150
$10.06 - $12.5 $1.51K - $1.88K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
1,000
$5.93 - $16.34 $5.93K - $16.3K
MAIN
Main Street Capital Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
200
$34.59 - $43.65 $6.92K - $8.73K
MNKD
Mannkind Corp

Healthcare
Q2 2022 Filed on Jul 15, 2022
900
$2.67 - $4.77 $2.4K - $4.29K
MRO
Marathon Oil Corp

Energy
Q2 2022 Filed on Jul 15, 2022
400
$22.02 - $32.17 $8.81K - $12.9K
MPC
Marathon Petroleum Corp

Energy
Q2 2022 Filed on Jul 15, 2022
300
$82.21 - $113.65 $24.7K - $34.1K
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
400
$133.06 - $190.3 $53.2K - $76.1K
NIO
Nio Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
2,300
$12.71 - $24.08 $29.2K - $55.4K
NOMD
Nomad Foods LTD

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
3,000
$17.65 - $23.36 $52.9K - $70.1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
3,500
$10.38 - $22.19 $36.3K - $77.7K
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,011
$11.38 - $12.48 $11.5K - $12.6K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,007
$11.11 - $12.64 $11.2K - $12.7K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$7.0 - $8.6 $7K - $8.6K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,280
$18.82 - $22.13 $42.9K - $50.5K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
7,829
$11.78 - $13.46 $92.2K - $105K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,772
$16.35 - $19.88 $29K - $35.2K
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