IFP Advisors’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.3K Sell
941
-1,067
-53% -$40K ﹤0.01% 2236
2025
Q1
$80.3K Buy
2,008
+43
+2% +$1.72K ﹤0.01% 1651
2024
Q4
$72.7K Sell
1,965
-444
-18% -$16.4K ﹤0.01% 1638
2024
Q3
$99.6K Sell
2,409
-3,397
-59% -$140K ﹤0.01% 1407
2024
Q2
$215K Sell
5,806
-6,145
-51% -$228K 0.01% 1012
2024
Q1
$422K Buy
11,951
+504
+4% +$17.8K 0.02% 667
2023
Q4
$394K Buy
11,447
+11,142
+3,653% +$384K 0.02% 664
2023
Q3
$9.17K Buy
305
+150
+97% +$4.51K ﹤0.01% 2285
2023
Q2
$4.87K Hold
155
﹤0.01% 2554
2023
Q1
$5.37K Sell
155
-10
-6% -$346 ﹤0.01% 2533
2022
Q4
$7K Hold
165
﹤0.01% 3620
2022
Q3
$7K Hold
165
﹤0.01% 3871
2022
Q2
$7K Hold
165
﹤0.01% 3618
2022
Q1
$7K Buy
165
+10
+6% +$424 ﹤0.01% 3618
2021
Q4
$4K Hold
155
﹤0.01% 2540
2021
Q3
$5K Hold
155
﹤0.01% 2505
2021
Q2
$5K Hold
155
﹤0.01% 2465
2021
Q1
$4K Sell
155
-440
-74% -$11.4K ﹤0.01% 2469
2020
Q4
$15K Buy
595
+440
+284% +$11.1K ﹤0.01% 1905
2020
Q3
$3K Hold
155
﹤0.01% 2364
2020
Q2
$4K Hold
155
﹤0.01% 2165
2020
Q1
$3K Sell
155
-415
-73% -$8.03K ﹤0.01% 2225
2019
Q4
$21K Hold
570
﹤0.01% 1601
2019
Q3
$21K Buy
+570
New +$21K ﹤0.01% 1739
2019
Q1
$33K Sell
909
-1,622
-64% -$58.9K ﹤0.01% 1141
2018
Q4
$75K Sell
2,531
-4,822
-66% -$143K ﹤0.01% 1349
2018
Q3
$250K Buy
7,353
+1,001
+16% +$34K 0.01% 954
2018
Q2
$220K Buy
6,352
+214
+3% +$7.41K 0.01% 1008
2018
Q1
$222K Hold
6,138
0.01% 943
2017
Q4
$222K Sell
6,138
-942
-13% -$34.1K 0.01% 941
2017
Q3
$249K Sell
7,080
-1,481
-17% -$52.1K 0.01% 1014
2017
Q2
$284K Buy
8,561
+14
+0.2% +$464 0.01% 933
2017
Q1
$271K Buy
8,547
+13
+0.2% +$412 0.01% 955
2016
Q4
$267K Buy
8,534
+682
+9% +$21.3K 0.01% 906
2016
Q3
$239K Sell
7,852
-94
-1% -$2.86K 0.01% 911
2016
Q2
$241K Buy
7,946
+7,037
+774% +$213K 0.01% 882
2016
Q1
$33K Sell
909
-6,695
-88% -$243K ﹤0.01% 1141
2015
Q4
$165K Buy
+7,604
New +$165K 0.01% 923