B. Riley 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 | $227K | Buy |
+12,407
| New | +$227K | 0.01% | 809 |
|
|
2024
Q4 | $390K | Buy |
22,815
+395
| +2% | +$6.75K | 0.01% | 776 |
|
|
2024
Q3 | $389K | Sell |
22,420
-79,996
| -78% | -$1.39M | 0.01% | 844 |
|
|
2024
Q2 | $1.83M | Sell |
102,416
-63,666
| -38% | -$1.14M | 0.05% | 371 |
|
|
2024
Q1 | $2.54M | Buy |
166,082
+22,546
| +16% | +$345K | 0.07% | 285 |
|
|
2023
Q4 | $2.17M | Sell |
143,536
-22,546
| -14% | -$342K | 0.06% | 342 |
|
|
2023
Q3 | $2.54M | Buy |
166,082
+20,363
| +14% | +$312K | 0.07% | 285 |
|
|
2023
Q2 | $2.05M | Buy |
145,719
+6,698
| +5% | +$94.4K | 0.05% | 366 |
|
|
2023
Q1 | $1.73M | Buy |
139,021
+54,333
| +64% | +$678K | 0.05% | 384 |
|
|
2022
Q4 | $996K | Buy |
84,688
+13,484
| +19% | +$159K | 0.03% | 534 |
|
|
2022
Q3 | $750K | Buy |
71,204
+59,052
| +486% | +$622K | 0.02% | 605 |
|
|
2022
Q2 | $120K | Buy |
12,152
+26
| +0.2% | +$257 | 0.01% | 1105 |
|
|
2022
Q1 | $131K | Sell |
12,126
-4,196
| -26% | -$45.3K | ﹤0.01% | 1267 |
|
|
2021
Q4 | $153K | Buy |
16,322
+5,472
| +50% | +$51.3K | ﹤0.01% | 1306 |
|
|
2021
Q3 | $111K | Buy |
10,850
+5
| +0% | +$51 | ﹤0.01% | 1325 |
|
|
2021
Q2 | $124K | Sell |
10,845
-49,604
| -82% | -$567K | ﹤0.01% | 1289 |
|
|
2021
Q1 | $551K | Buy |
+60,449
| New | +$551K | 0.02% | 688 |
|
|
2015
Q2 | – | Sell |
-9,931
| Closed | -$484K | – | 572 |
|
|
2015
Q1 | $484K | Sell |
9,931
-4,285
| -30% | -$209K | 0.12% | 233 |
|
|
2014
Q4 | $2.92K | Buy |
14,216
+5,506
| +63% | +$1.13K | 0.06% | 399 |
|
|
2014
Q3 | $513K | Sell |
8,710
-5,273
| -38% | -$311K | 0.13% | 204 |
|
|
2014
Q2 | $411K | Buy |
13,983
+7,231
| +107% | +$213K | 0.1% | 231 |
|
|
2014
Q1 | $372K | Buy |
6,752
+1,669
| +33% | +$92K | 0.11% | 210 |
|
|
2013
Q4 | $263K | Sell |
5,083
-407
| -7% | -$21.1K | 0.08% | 274 |
|
|
2013
Q3 | $289K | Sell |
5,490
-705
| -11% | -$37.1K | 0.1% | 235 |
|
|
2013
Q2 | $346K | Buy |
+6,195
| New | +$346K | 0.12% | 200 |
|