Aptus Capital Advisors’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
Q1
Sell
-92,186
Closed -$1.57M 1474
2024
Q4
$1.57M Buy
+92,186
New +$1.57M 0.02% 430
2023
Q4
Sell
-45,571
Closed -$698K 963
2023
Q3
$698K Sell
45,571
-12,485
-22% -$191K 0.02% 333
2023
Q2
$819K Sell
58,056
-10,298
-15% -$145K 0.02% 272
2023
Q1
$852K Buy
+68,354
New +$852K 0.02% 278