Arkadios Wealth 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
Q2
$530K Buy
28,918
+3,670
+15% +$67.2K 0.02% 809
2025
Q1
$505K Buy
25,248
+159
+0.6% +$3.18K 0.02% 699
2024
Q4
$429K Buy
25,089
+1,376
+6% +$23.5K 0.02% 604
2024
Q3
$412K Sell
23,713
-77
-0.3% -$1.34K 0.02% 609
2024
Q2
$425K Buy
+23,790
New +$425K 0.03% 519
2021
Q4
Sell
-1,405
Closed -$14K 1392
2021
Q3
$14K Buy
1,405
+6
+0.4% +$60 ﹤0.01% 1351
2021
Q2
$15K Buy
1,399
+338
+32% +$3.62K ﹤0.01% 1406
2021
Q1
$9K Buy
+1,061
New +$9K ﹤0.01% 1228
2020
Q4
Sell
-317
Closed -$2.09K 1451
2020
Q3
$2.09K Buy
317
+83
+35% +$548 ﹤0.01% 937
2020
Q2
$1.83K Buy
+234
New +$1.83K ﹤0.01% 873