Caldwell Sutter Capital’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 | $170K | Buy |
9,287
+45
| +0.5% | +$824 | 0.08% | 225 |
|
|
2025
Q1 | $185K | Hold |
9,242
| – | – | 0.09% | 207 |
|
|
2024
Q4 | $158K | Buy |
9,242
+104
| +1% | +$1.78K | 0.07% | 228 |
|
|
2024
Q3 | $159K | Hold |
9,138
| – | – | 0.07% | 228 |
|
|
2024
Q2 | $163K | Sell |
9,138
-550
| -6% | -$9.82K | 0.08% | 220 |
|
|
2024
Q1 | $170K | Sell |
9,688
-421
| -4% | -$7.39K | 0.08% | 219 |
|
|
2023
Q4 | $153K | Sell |
10,109
-388
| -4% | -$5.88K | 0.08% | 224 |
|
|
2023
Q3 | $161K | Sell |
10,497
-411
| -4% | -$6.3K | 0.09% | 203 |
|
|
2023
Q2 | $154K | Buy |
10,908
+3,075
| +39% | +$43.4K | 0.08% | 209 |
|
|
2023
Q1 | $97.7K | Buy |
+7,833
| New | +$97.7K | 0.07% | 191 |
|