Avantax Advisory Services’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 | $231K | Sell |
12,625
-35,082
| -74% | -$643K | ﹤0.01% | 2105 |
|
|
2025
Q1 | $954K | Buy |
47,707
+33,271
| +230% | +$665K | 0.01% | 1116 |
|
|
2024
Q4 | $247K | Buy |
14,436
+4,241
| +42% | +$72.4K | ﹤0.01% | 1921 |
|
|
2024
Q3 | $177K | Sell |
10,195
-1,718
| -14% | -$29.8K | ﹤0.01% | 2017 |
|
|
2024
Q2 | $213K | Buy |
11,913
+1,840
| +18% | +$32.9K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $177K | Sell |
10,073
-2,914
| -22% | -$51.2K | ﹤0.01% | 1554 |
|
|
2023
Q4 | $197K | Buy |
12,987
+2,796
| +27% | +$42.4K | ﹤0.01% | 1480 |
|
|
2023
Q3 | $156K | Buy |
10,191
+172
| +2% | +$2.64K | ﹤0.01% | 1457 |
|
|
2023
Q2 | $141K | Buy |
+10,019
| New | +$141K | ﹤0.01% | 1427 |
|
|
2020
Q4 | – | Sell |
-13,056
| Closed | -$77K | – | 1222 |
|
|
2020
Q3 | $77K | Buy |
+13,056
| New | +$77K | ﹤0.01% | 1320 |
|