Steward Partners Investment Advisory’s Woodside Energy WDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.1K Hold
1,174
﹤0.01% 2966
2025
Q1
$17K Sell
1,174
-457
-28% -$6.62K ﹤0.01% 2880
2024
Q4
$25.4K Buy
1,631
+118
+8% +$1.84K ﹤0.01% 2670
2024
Q3
$26.1K Buy
1,513
+869
+135% +$15K ﹤0.01% 2545
2024
Q2
$12.1K Sell
644
-659
-51% -$12.4K ﹤0.01% 2741
2024
Q1
$26K Buy
1,303
+474
+57% +$9.47K ﹤0.01% 2405
2023
Q4
$17.5K Buy
829
+360
+77% +$7.59K ﹤0.01% 2467
2023
Q3
$10.9K Sell
469
-191
-29% -$4.45K ﹤0.01% 2563
2023
Q2
$15.3K Buy
660
+48
+8% +$1.11K ﹤0.01% 2413
2023
Q1
$13.7K Sell
612
-303
-33% -$6.8K ﹤0.01% 2422
2022
Q4
$22.2K Buy
915
+175
+24% +$4.24K ﹤0.01% 2196
2022
Q3
$15K Sell
740
-4,127
-85% -$83.7K ﹤0.01% 2364
2022
Q2
$105K Buy
+4,867
New +$105K ﹤0.01% 1465