Creative Planning’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
63,805
+1,370
| +2% | +$25.1K | ﹤0.01% | 1716 |
|
|
2025
Q1 | $1.25M | Sell |
62,435
-3,601
| -5% | -$72K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $1.13M | Buy |
66,036
+1,575
| +2% | +$26.9K | ﹤0.01% | 1548 |
|
|
2024
Q3 | $1.12M | Sell |
64,461
-7,975
| -11% | -$139K | ﹤0.01% | 1437 |
|
|
2024
Q2 | $1.29M | Sell |
72,436
-2,210
| -3% | -$39.5K | ﹤0.01% | 1234 |
|
|
2024
Q1 | $1.31M | Buy |
74,646
+15,184
| +26% | +$267K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $901K | Sell |
59,462
-366
| -0.6% | -$5.55K | ﹤0.01% | 1284 |
|
|
2023
Q3 | $917K | Sell |
59,828
-1,186
| -2% | -$18.2K | ﹤0.01% | 1202 |
|
|
2023
Q2 | $860K | Buy |
61,014
+7,624
| +14% | +$107K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $666K | Sell |
53,390
-3,801
| -7% | -$47.4K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $673K | Buy |
57,191
+938
| +2% | +$11K | ﹤0.01% | 1255 |
|
|
2022
Q3 | $592K | Buy |
56,253
+4,229
| +8% | +$44.5K | ﹤0.01% | 1222 |
|
|
2022
Q2 | $511K | Buy |
52,024
+2,850
| +6% | +$28K | ﹤0.01% | 1297 |
|
|
2022
Q1 | $529K | Buy |
49,174
+21,142
| +75% | +$227K | ﹤0.01% | 1293 |
|
|
2021
Q4 | $262K | Sell |
28,032
-31,672
| -53% | -$296K | ﹤0.01% | 1706 |
|
|
2021
Q3 | $607K | Buy |
59,704
+6,145
| +11% | +$62.5K | ﹤0.01% | 1196 |
|
|
2021
Q2 | $608K | Sell |
53,559
-27,881
| -34% | -$317K | ﹤0.01% | 1171 |
|
|
2021
Q1 | $741K | Sell |
81,440
-5,134
| -6% | -$46.7K | ﹤0.01% | 1183 |
|
|
2020
Q4 | $713K | Sell |
86,574
-4,713
| -5% | -$38.8K | ﹤0.01% | 1105 |
|
|
2020
Q3 | $546K | Buy |
91,287
+11,639
| +15% | +$69.6K | ﹤0.01% | 1080 |
|
|
2020
Q2 | $704K | Sell |
79,648
-26,061
| -25% | -$230K | ﹤0.01% | 876 |
|
|
2020
Q1 | $558K | Buy |
105,709
+48,106
| +84% | +$254K | ﹤0.01% | 876 |
|
|
2019
Q4 | $1.06M | Sell |
57,603
-13,097
| -19% | -$241K | ﹤0.01% | 762 |
|
|
2019
Q3 | $1.47M | Buy |
70,700
+8,524
| +14% | +$177K | ﹤0.01% | 593 |
|
|
2019
Q2 | $1.51M | Sell |
62,176
-6,554
| -10% | -$160K | 0.01% | 585 |
|
|
2019
Q1 | $1.69M | Buy |
68,730
+7,889
| +13% | +$193K | 0.01% | 519 |
|
|
2018
Q4 | $1.22M | Buy |
60,841
+734
| +1% | +$14.7K | 0.01% | 594 |
|
|
2018
Q3 | $1.5M | Sell |
60,107
-1,001
| -2% | -$25K | 0.01% | 568 |
|
|
2018
Q2 | $1.45M | Sell |
61,108
-62,482
| -51% | -$1.48M | 0.01% | 562 |
|
|
2018
Q1 | $2.72M | Buy |
123,590
+58,075
| +89% | +$1.28M | 0.01% | 388 |
|
|
2017
Q4 | $1.35M | Sell |
65,515
-7,540
| -10% | -$156K | 0.01% | 576 |
|
|
2017
Q3 | $1.55M | Sell |
73,055
-3,478,094
| -98% | -$73.7M | 0.01% | 539 |
|
|
2017
Q2 | $93.3M | Buy |
3,551,149
+289,434
| +9% | +$7.6M | 0.47% | 29 |
|
|
2017
Q1 | $103M | Buy |
3,261,715
+241,847
| +8% | +$7.64M | 0.56% | 28 |
|
|
2016
Q4 | $97.5M | Sell |
3,019,868
-13,227
| -0.4% | -$427K | 0.59% | 28 |
|
|
2016
Q3 | $95.3M | Buy |
3,033,095
+219,692
| +8% | +$6.9M | 0.61% | 28 |
|
|
2016
Q2 | $77.3M | Buy |
2,813,403
+142,245
| +5% | +$3.91M | 0.56% | 29 |
|
|
2016
Q1 | $56M | Buy |
2,671,158
+413,805
| +18% | +$8.68M | 0.44% | 35 |
|
|
2015
Q4 | $52.1M | Buy |
2,257,353
+24,252
| +1% | +$560K | 0.43% | 34 |
|
|
2015
Q3 | $67.8M | Buy |
2,233,101
+233,333
| +12% | +$7.09M | 0.6% | 32 |
|
|
2015
Q2 | $87.1M | Buy |
1,999,768
+134,951
| +7% | +$5.88M | 0.79% | 28 |
|
|
2015
Q1 | $90.9M | Buy |
1,864,817
+215,970
| +13% | +$10.5M | 0.85% | 26 |
|
|
2014
Q4 | $84.6M | Buy |
1,648,847
+1,161,975
| +239% | +$59.6M | 0.88% | 25 |
|
|
2014
Q3 | $28.7M | Buy |
486,872
+148,544
| +44% | +$8.74M | 0.33% | 40 |
|
|
2014
Q2 | $20.3M | Buy |
338,328
+103,276
| +44% | +$6.2M | 0.26% | 45 |
|
|
2014
Q1 | $13M | Buy |
235,052
+100,278
| +74% | +$5.53M | 0.2% | 55 |
|
|
2013
Q4 | $6.98M | Buy |
134,774
+60,509
| +81% | +$3.13M | 0.12% | 85 |
|
|
2013
Q3 | $3.91M | Buy |
74,265
+7,047
| +10% | +$371K | 0.08% | 96 |
|
|
2013
Q2 | $3.75M | Buy |
+67,218
| New | +$3.75M | 0.09% | 89 |
|