Outlook Wealth Advisors, LLC
Holdings in STC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,501,477 | 49,836 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,653,975 | 49,836 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $6,488,321 | 99,667 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $7,111,240 | 99,667 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $6,726,525 | 99,667 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $7,449,111 | 99,667 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $6,808,127 | 109,667 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $7,134,935 | 109,667 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $8,205,436 | 139,667 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $6,117,414 | 139,667 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $5,745,653 | 139,661 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $5,635,321 | 139,661 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $5,967,714 | 139,661 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $6,094,806 | 139,661 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $7,196,884 | 144,661 | Shares | Sole | 2022-07-28 |
| 2022-03-31 | $8,767,903 | 144,661 | Shares | Sole | 2022-07-28 |
| 2021-12-31 | $23,244,404 | 291,539 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $10,931,138 | 172,797 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $9,796,712 | 172,812 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $10,274,988 | 197,482 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $9,550,229 | 197,482 | Shares | Sole | 2021-02-04 |
| 2020-09-30 | $9,715,362 | 222,167 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $8,025,158 | 246,852 | Shares | Sole | 2020-07-17 |
| 2020-03-31 | $6,583,542 | 246,852 | Shares | Sole | 2020-04-16 |