IFP 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 | $155K | Sell |
8,457
-2,620
| -24% | -$48K | ﹤0.01% | 1396 |
|
|
2025
Q1 | $222K | Sell |
11,077
-834
| -7% | -$16.7K | 0.01% | 1132 |
|
|
2024
Q4 | $203K | Buy |
11,911
+4,606
| +63% | +$78.7K | 0.01% | 1122 |
|
|
2024
Q3 | $127K | Sell |
7,305
-355
| -5% | -$6.17K | ﹤0.01% | 1303 |
|
|
2024
Q2 | $137K | Buy |
7,660
+3,597
| +89% | +$64.2K | 0.01% | 1223 |
|
|
2024
Q1 | $71.3K | Sell |
4,063
-1,254
| -24% | -$22K | ﹤0.01% | 1442 |
|
|
2023
Q4 | $80.5K | Buy |
5,317
+91
| +2% | +$1.38K | ﹤0.01% | 1344 |
|
|
2023
Q3 | $80.1K | Buy |
5,226
+674
| +15% | +$10.3K | ﹤0.01% | 1362 |
|
|
2023
Q2 | $64.2K | Buy |
4,552
+1,776
| +64% | +$25K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $65.8K | Sell |
2,776
-4,727
| -63% | -$112K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $178K | Buy |
7,503
+857
| +13% | +$20.3K | ﹤0.01% | 1413 |
|
|
2022
Q3 | $158K | Hold |
6,646
| – | – | ﹤0.01% | 1557 |
|
|
2022
Q2 | $158K | Hold |
6,646
| – | – | 0.01% | 1420 |
|
|
2022
Q1 | $158K | Buy |
6,646
+5,576
| +521% | +$133K | 0.01% | 1420 |
|
|
2021
Q4 | $10K | Hold |
1,070
| – | – | ﹤0.01% | 2192 |
|
|
2021
Q3 | $11K | Hold |
1,070
| – | – | ﹤0.01% | 2185 |
|
|
2021
Q2 | $12K | Sell |
1,070
-300
| -22% | -$3.36K | ﹤0.01% | 2137 |
|
|
2021
Q1 | $13K | Sell |
1,370
-1,474
| -52% | -$14K | ﹤0.01% | 2018 |
|
|
2020
Q4 | $24K | Hold |
2,844
| – | – | ﹤0.01% | 1732 |
|
|
2020
Q3 | $17K | Sell |
2,844
-3,675
| -56% | -$22K | ﹤0.01% | 1710 |
|
|
2020
Q2 | $55K | Hold |
6,519
| – | – | ﹤0.01% | 1176 |
|
|
2020
Q1 | $39K | Buy |
6,519
+5,949
| +1,044% | +$35.6K | ﹤0.01% | 1233 |
|
|
2019
Q4 | $11K | Sell |
570
-230
| -29% | -$4.44K | ﹤0.01% | 1880 |
|
|
2019
Q3 | $17K | Buy |
+800
| New | +$17K | ﹤0.01% | 1835 |
|
|
2019
Q1 | $20K | Sell |
800
-684
| -46% | -$17.1K | ﹤0.01% | 1359 |
|
|
2018
Q4 | $30K | Hold |
1,484
| – | – | ﹤0.01% | 1884 |
|
|
2018
Q3 | $37K | Hold |
1,484
| – | – | ﹤0.01% | 2046 |
|
|
2018
Q2 | $35K | Sell |
1,484
-4,564
| -75% | -$108K | ﹤0.01% | 2108 |
|
|
2018
Q1 | $125K | Buy |
6,048
+1,000
| +20% | +$20.7K | 0.01% | 1253 |
|
|
2017
Q4 | $104K | Sell |
5,048
-6,255
| -55% | -$129K | ﹤0.01% | 1360 |
|
|
2017
Q3 | $240K | Sell |
11,303
-3,935
| -26% | -$83.6K | 0.01% | 1030 |
|
|
2017
Q2 | $400K | Sell |
15,238
-2,071
| -12% | -$54.4K | 0.02% | 772 |
|
|
2017
Q1 | $547K | Buy |
17,309
+1,494
| +9% | +$47.2K | 0.02% | 630 |
|
|
2016
Q4 | $511K | Sell |
15,815
-544
| -3% | -$17.6K | 0.02% | 608 |
|
|
2016
Q3 | $514K | Buy |
16,359
+340
| +2% | +$10.7K | 0.03% | 553 |
|
|
2016
Q2 | $440K | Buy |
16,019
+15,219
| +1,902% | +$418K | 0.02% | 595 |
|
|
2016
Q1 | $20K | Sell |
800
-17,376
| -96% | -$434K | ﹤0.01% | 1359 |
|
|
2015
Q4 | $420K | Buy |
+18,176
| New | +$420K | 0.03% | 540 |
|