DA
Doliver 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 | $381K | Sell |
20,778
-1,200
| -5% | -$22K | 0.1% | 127 |
|
|
2025
Q1 | $440K | Sell |
21,978
-450
| -2% | -$9K | 0.12% | 112 |
|
|
2024
Q4 | $383K | Sell |
22,428
-4,400
| -16% | -$75.2K | 0.11% | 120 |
|
|
2024
Q3 | $466K | Sell |
26,828
-900
| -3% | -$15.6K | 0.13% | 97 |
|
|
2024
Q2 | $495K | Sell |
27,728
-1,300
| -4% | -$23.2K | 0.14% | 92 |
|
|
2024
Q1 | $510K | Sell |
29,028
-500
| -2% | -$8.78K | 0.14% | 92 |
|
|
2023
Q4 | $447K | Sell |
29,528
-100
| -0.3% | -$1.52K | 0.14% | 94 |
|
|
2023
Q3 | $454K | Hold |
29,628
| – | – | 0.14% | 95 |
|
|
2023
Q2 | $418K | Sell |
29,628
-100
| -0.3% | -$1.41K | 0.13% | 111 |
|
|
2023
Q1 | $371K | Sell |
29,728
-200
| -0.7% | -$2.49K | 0.12% | 110 |
|
|
2022
Q4 | $352K | Buy |
29,928
+5,766
| +24% | +$67.8K | 0.12% | 103 |
|
|
2022
Q3 | $254K | Sell |
24,162
-1,050
| -4% | -$11K | 0.09% | 121 |
|
|
2022
Q2 | $248K | Buy |
25,212
+7,300
| +41% | +$71.8K | 0.09% | 134 |
|
|
2022
Q1 | $193K | Hold |
17,912
| – | – | 0.06% | 163 |
|
|
2021
Q4 | $215K | Sell |
17,912
-600
| -3% | -$7.2K | 0.07% | 141 |
|
|
2021
Q3 | $188K | Sell |
18,512
-250
| -1% | -$2.54K | 0.06% | 162 |
|
|
2021
Q2 | $213K | Buy |
18,762
+4,000
| +27% | +$45.4K | 0.07% | 133 |
|
|
2021
Q1 | $134K | Hold |
14,762
| – | – | 0.05% | 129 |
|
|
2020
Q4 | $122K | Hold |
14,762
| – | – | 0.05% | 129 |
|
|
2020
Q3 | $88K | Sell |
14,762
-100
| -0.7% | -$596 | 0.04% | 153 |
|
|
2020
Q2 | $131K | Buy |
14,862
+3,064
| +26% | +$27K | 0.06% | 146 |
|
|
2020
Q1 | $95K | Hold |
11,798
| – | – | 0.05% | 145 |
|
|
2019
Q4 | $217K | Sell |
11,798
-400
| -3% | -$7.36K | 0.09% | 103 |
|
|
2019
Q3 | $228K | Hold |
12,198
| – | – | 0.09% | 94 |
|
|
2019
Q2 | $297K | Sell |
12,198
-300
| -2% | -$7.3K | 0.12% | 75 |
|
|
2019
Q1 | $306K | Sell |
12,498
-50
| -0.4% | -$1.22K | 0.12% | 70 |
|
|
2018
Q4 | $251K | Buy |
12,548
+300
| +2% | +$6K | 0.12% | 100 |
|
|
2018
Q3 | $306K | Sell |
12,248
-925
| -7% | -$23.1K | 0.13% | 101 |
|
|
2018
Q2 | $311K | Buy |
13,173
+700
| +6% | +$16.5K | 0.13% | 111 |
|
|
2018
Q1 | $275K | Sell |
12,473
-2,100
| -14% | -$46.3K | 0.12% | 164 |
|
|
2017
Q4 | $301K | Buy |
14,573
+1,500
| +11% | +$31K | 0.12% | 151 |
|
|
2017
Q3 | $277K | Buy |
13,073
+1,325
| +11% | +$28.1K | 0.12% | 163 |
|
|
2017
Q2 | $309K | Buy |
+11,748
| New | +$309K | 0.15% | 144 |
|