CAPTRUST Financial Advisors’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
|
|||||
|
2025
Q1 | $1.29M | Sell |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2024
Q3 | $1.12M | Buy |
|
|||||
|
2024
Q2 | $1.07M | Sell |
|
|||||
|
2024
Q1 | $1.06M | Sell |
|
|||||
|
2023
Q4 | $2.89M | Sell |
|
|||||
|
2023
Q3 | $2.94M | Sell |
|
|||||
|
2023
Q2 | $2.9M | Buy |
|
|||||
|
2023
Q1 | $566K | Sell |
|
|||||
|
2022
Q4 | $587K | Buy |
|
|||||
|
2022
Q3 | $514K | Buy |
|
|||||
|
2022
Q2 | $407K | Buy |
|
|||||
|
2022
Q1 | $346K | Sell |
|
|||||
|
2021
Q4 | $351K | Buy |
|
|||||
|
2021
Q3 | $318K | Buy |
|
|||||
|
2021
Q2 | $347K | Hold |
|
|||||
|
2021
Q1 | $278K | Sell |
|
|||||
|
2020
Q4 | $256K | Buy |
|
|||||
|
2020
Q3 | $143K | Sell |
|
|||||
|
2020
Q2 | $482K | Sell |
|
|||||
|
2020
Q1 | $293K | Sell |
|
|||||
|
2019
Q4 | $1.37M | Buy |
|
|||||
|
2019
Q3 | $1.26M | Buy |
|
|||||
|
2019
Q2 | $1.47M | Sell |
|
|||||
|
2019
Q1 | $1.82M | Buy |
|
|||||
|
2018
Q4 | $481K | Hold |
|
|||||
|
2018
Q3 | $601K | Buy |
|
|||||
|
2018
Q2 | $123K | Sell |
|
|||||
|
2018
Q1 | $143K | Sell |
|
|||||
|
2017
Q4 | $158K | Buy |
|