BPA
Beacon Pointe Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
+64,746
| New | +$1.19M | 0.01% | 614 |
|
|
2025
Q1 | – | Sell |
-74,084
| Closed | -$1.27M | – | 1224 |
|
|
2024
Q4 | $1.27M | Buy |
74,084
+9,235
| +14% | +$158K | 0.01% | 575 |
|
|
2024
Q3 | $1.13M | Hold |
64,849
| – | – | 0.01% | 601 |
|
|
2024
Q2 | $1.16M | Sell |
64,849
-9,235
| -12% | -$165K | 0.01% | 599 |
|
|
2024
Q1 | $1.3M | Sell |
74,084
-9,569
| -11% | -$168K | 0.01% | 602 |
|
|
2023
Q4 | $1.27M | Buy |
83,653
+37,827
| +83% | +$573K | 0.02% | 588 |
|
|
2023
Q3 | $702K | Buy |
45,826
+17,239
| +60% | +$264K | 0.01% | 740 |
|
|
2023
Q2 | $403K | Buy |
+28,587
| New | +$403K | 0.01% | 776 |
|
|
2023
Q1 | – | Sell |
-28,587
| Closed | -$336K | – | 1188 |
|
|
2022
Q4 | $336K | Sell |
28,587
-729
| -2% | -$8.57K | 0.01% | 818 |
|
|
2022
Q3 | $309K | Buy |
29,316
+2,718
| +10% | +$28.6K | 0.01% | 787 |
|
|
2022
Q2 | $261K | Sell |
26,598
-5,568
| -17% | -$54.6K | 0.01% | 879 |
|
|
2022
Q1 | $346K | Buy |
32,166
+18,295
| +132% | +$197K | ﹤0.01% | 927 |
|
|
2021
Q4 | $130K | Buy |
+13,871
| New | +$130K | ﹤0.01% | 900 |
|
|
2021
Q3 | – | Sell |
-17,973
| Closed | -$204K | – | 951 |
|
|
2021
Q2 | $204K | Buy |
+17,973
| New | +$204K | 0.01% | 791 |
|