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 |
|