Allworth Financial’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
5,696
+4,552
| +398% | +$83.4K | ﹤0.01% | 1517 |
|
|
2025
Q1 | $20.8K | Hold |
1,144
| – | – | ﹤0.01% | 2049 |
|
|
2024
Q4 | $23.6K | Hold |
1,144
| – | – | ﹤0.01% | 1992 |
|
|
2024
Q3 | $19.9K | Sell |
1,144
-344
| -23% | -$5.98K | ﹤0.01% | 1914 |
|
|
2024
Q2 | $28K | Sell |
1,488
-100
| -6% | -$1.88K | ﹤0.01% | 1664 |
|
|
2024
Q1 | $27.9K | Sell |
1,588
-4,656
| -75% | -$81.8K | ﹤0.01% | 1583 |
|
|
2023
Q4 | $94.6K | Hold |
6,244
| – | – | ﹤0.01% | 967 |
|
|
2023
Q3 | $95.7K | Buy |
6,244
+5,111
| +451% | +$78.3K | ﹤0.01% | 895 |
|
|
2023
Q2 | $16K | Buy |
1,133
+500
| +79% | +$7.05K | ﹤0.01% | 1675 |
|
|
2023
Q1 | $7.89K | Buy |
+633
| New | +$7.89K | ﹤0.01% | 1876 |
|
|
2015
Q2 | – | Hold |
0
| – | -$44K | – | 622 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 215 |
|