SOA Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1K	Hold	722	–	–	﹤0.01%	525
2025 Q4	$13K	Sell	722 -300	-29%	-$5.1K	﹤0.01%	565
2025 Q3	$17.4K	Hold	1,022	–	–	﹤0.01%	542
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%	+$4.49K	﹤0.01%	497
2022 Q1	$6K	Hold	608	–	–	﹤0.01%	668
2021 Q4	$5K	Sell	608 -1,800	-75%	-$18.1K	﹤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	+$18.3K	0.01%	406