Concurrent Investment 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 | $507K | Sell |
27,664
-175
| -0.6% | -$3.21K | 0.01% | 836 |
|
|
2025
Q1 | $557K | Sell |
27,839
-24
| -0.1% | -$480 | 0.01% | 714 |
|
|
2024
Q4 | $476K | Buy |
27,863
+21
| +0.1% | +$359 | 0.01% | 673 |
|
|
2024
Q3 | $484K | Buy |
27,842
+521
| +2% | +$9.05K | 0.01% | 626 |
|
|
2024
Q2 | $488K | Buy |
27,321
+2,151
| +9% | +$38.4K | 0.02% | 586 |
|
|
2024
Q1 | $442K | Buy |
25,170
+22
| +0.1% | +$386 | 0.02% | 577 |
|
|
2023
Q4 | $381K | Buy |
+25,148
| New | +$381K | 0.02% | 563 |
|