Bard Financial Services’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
296,675
-50
| -0% | -$971 | 0.69% | 43 |
|
|
2025
Q1 | $6.34M | Buy |
296,725
+15,250
| +5% | +$326K | 0.78% | 39 |
|
|
2024
Q4 | $5.17M | Buy |
281,475
+500
| +0.2% | +$9.19K | 0.62% | 47 |
|
|
2024
Q3 | $5.2M | Sell |
280,975
-13,375
| -5% | -$247K | 0.61% | 43 |
|
|
2024
Q2 | $5.54M | Buy |
294,350
+3,650
| +1% | +$68.7K | 0.57% | 45 |
|
|
2024
Q1 | $5.31M | Sell |
290,700
-53,250
| -15% | -$972K | 0.56% | 48 |
|
|
2023
Q4 | $5.49M | Sell |
343,950
-30,800
| -8% | -$491K | 0.62% | 45 |
|
|
2023
Q3 | $6.04M | Sell |
374,750
-13,775
| -4% | -$222K | 0.75% | 39 |
|
|
2023
Q2 | $5.76M | Sell |
388,525
-24,900
| -6% | -$369K | 0.44% | 64 |
|
|
2023
Q1 | $5.42M | Sell |
413,425
-39,350
| -9% | -$516K | 0.43% | 61 |
|
|
2022
Q4 | $5.63M | Sell |
452,775
-7,550
| -2% | -$93.9K | 0.48% | 53 |
|
|
2022
Q3 | $5.02M | Buy |
460,325
+1,000
| +0.2% | +$10.9K | 0.47% | 54 |
|
|
2022
Q2 | $4.74M | Sell |
459,325
-21,600
| -4% | -$223K | 0.43% | 56 |
|
|
2022
Q1 | $5.56M | Sell |
480,925
-17,800
| -4% | -$206K | 0.45% | 56 |
|
|
2021
Q4 | $5.06M | Buy |
498,725
+4,100
| +0.8% | +$41.6K | 0.41% | 61 |
|
|
2021
Q3 | $5.33M | Buy |
494,625
+13,725
| +3% | +$148K | 0.47% | 58 |
|
|
2021
Q2 | $5.74M | Buy |
480,900
+8,925
| +2% | +$107K | 0.51% | 55 |
|
|
2021
Q1 | $4.44M | Buy |
471,975
+29,000
| +7% | +$273K | 0.43% | 63 |
|
|
2020
Q4 | $3.74M | Buy |
+442,975
| New | +$3.74M | 0.37% | 71 |
|