SOA Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Hold |
1,022
| – | – | ﹤0.01% | 514 |
|
|
2025
Q1 | $20.4K | Hold |
1,022
| – | – | ﹤0.01% | 472 |
|
|
2024
Q4 | $17.5K | Hold |
1,022
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $17.8K | Hold |
1,022
| – | – | ﹤0.01% | 462 |
|
|
2024
Q2 | $18.3K | Hold |
1,022
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $17.9K | Hold |
1,022
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $15.5K | Hold |
1,022
| – | – | ﹤0.01% | 462 |
|
|
2023
Q3 | $15.7K | Hold |
1,022
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $14.4K | Hold |
1,022
| – | – | ﹤0.01% | 484 |
|
|
2023
Q1 | $12.7K | Hold |
1,022
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $12K | Hold |
1,022
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $10K | Hold |
1,022
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $10K | Buy |
1,022
+414
| +68% | +$4.05K | ﹤0.01% | 497 |
|
|
2022
Q1 | $6K | Hold |
608
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $5K | Sell |
608
-1,800
| -75% | -$14.8K | ﹤0.01% | 666 |
|
|
2021
Q3 | $24K | Hold |
2,408
| – | – | 0.01% | 422 |
|
|
2021
Q2 | $27K | Hold |
2,408
| – | – | 0.01% | 407 |
|
|
2021
Q1 | $21K | Hold |
2,408
| – | – | 0.01% | 396 |
|
|
2020
Q4 | $20K | Buy |
+2,408
| New | +$20K | 0.01% | 406 |
|