IFP Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.4K | Sell |
1,015
-184
| -15% | -$7.8K | ﹤0.01% | 2306 |
|
|
2025
Q4 | $45.6K | Buy |
1,199
+513
| +75% | +$19.7K | ﹤0.01% | 2238 |
|
|
2025
Q3 | $27.8K | Sell |
686
-255
| -27% | -$9.62K | ﹤0.01% | 2400 |
|
|
2025
Q2 | $35.3K | Sell |
941
-1,067
| -53% | -$40.3K | ﹤0.01% | 2236 |
|
|
2025
Q1 | $80.3K | Buy |
2,008
+43
| +2% | +$1.61K | ﹤0.01% | 1651 |
|
|
2024
Q4 | $72.7K | Sell |
1,965
-444
| -18% | -$18.1K | ﹤0.01% | 1638 |
|
|
2024
Q3 | $99.6K | Sell |
2,409
-3,397
| -59% | -$133K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $215K | Sell |
5,806
-6,145
| -51% | -$222K | 0.01% | 1012 |
|
|
2024
Q1 | $422K | Buy |
11,951
+504
| +4% | +$17.4K | 0.02% | 667 |
|
|
2023
Q4 | $394K | Buy |
11,447
+11,142
| +3,653% | +$357K | 0.02% | 664 |
|
|
2023
Q3 | $9.17K | Buy |
305
+150
| +97% | +$4.62K | ﹤0.01% | 2285 |
|
|
2023
Q2 | $4.87K | Hold |
155
| – | – | ﹤0.01% | 2554 |
|
|
2023
Q1 | $5.37K | Sell |
155
-10
| -6% | -$337 | ﹤0.01% | 2533 |
|
|
2022
Q4 | $7K | Hold |
165
| – | – | ﹤0.01% | 3620 |
|
|
2022
Q3 | $7K | Hold |
165
| – | – | ﹤0.01% | 3870 |
|
|
2022
Q2 | $7K | Hold |
165
| – | – | ﹤0.01% | 3617 |
|
|
2022
Q1 | $7K | Buy |
165
+10
| +6% | +$338 | ﹤0.01% | 3616 |
|
|
2021
Q4 | $4K | Hold |
155
| – | – | ﹤0.01% | 2585 |
|
|
2021
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 2565 |
|
|
2021
Q2 | $5K | Hold |
155
| – | – | ﹤0.01% | 2480 |
|
|
2021
Q1 | $4K | Sell |
155
-440
| -74% | -$12.2K | ﹤0.01% | 2490 |
|
|
2020
Q4 | $15K | Buy |
595
+440
| +284% | +$10.3K | ﹤0.01% | 1908 |
|
|
2020
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 2382 |
|
|
2020
Q2 | $4K | Hold |
155
| – | – | ﹤0.01% | 2182 |
|
|
2020
Q1 | $3K | Sell |
155
-415
| -73% | -$13.6K | ﹤0.01% | 2260 |
|
|
2019
Q4 | $21K | Hold |
570
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q3 | $21K | Buy |
+570
| New | +$21.1K | ﹤0.01% | 1740 |
|
|
2019
Q1 | $33K | Sell |
909
-1,622
| -64% | -$57.4K | ﹤0.01% | 1141 |
|
|
2018
Q4 | $75K | Sell |
2,531
-4,822
| -66% | -$160K | ﹤0.01% | 1359 |
|
|
2018
Q3 | $250K | Buy |
7,353
+1,001
| +16% | +$34.8K | 0.01% | 957 |
|
|
2018
Q2 | $220K | Buy |
6,352
+214
| +3% | +$7.15K | 0.01% | 1012 |
|
|
2018
Q1 | $222K | Hold |
6,138
| – | – | 0.01% | 943 |
|
|
2017
Q4 | $222K | Sell |
6,138
-942
| -13% | -$32.6K | 0.01% | 945 |
|
|
2017
Q3 | $249K | Sell |
7,080
-1,481
| -17% | -$49.4K | 0.01% | 1017 |
|
|
2017
Q2 | $284K | Buy |
8,561
+14
| +0.2% | +$453 | 0.01% | 935 |
|
|
2017
Q1 | $271K | Buy |
8,547
+13
| +0.2% | +$413 | 0.01% | 957 |
|
|
2016
Q4 | $267K | Buy |
8,534
+682
| +9% | +$20.6K | 0.01% | 907 |
|
|
2016
Q3 | $239K | Sell |
7,852
-94
| -1% | -$2.83K | 0.01% | 914 |
|
|
2016
Q2 | $241K | Buy |
7,946
+7,037
| +774% | +$205K | 0.01% | 883 |
|
|
2016
Q1 | $33K | Sell |
909
-6,695
| -88% | -$156K | ﹤0.01% | 1141 |
|
|
2015
Q4 | $165K | Buy |
+7,604
| New | +$183K | 0.01% | 925 |
|
Other funds holding PBA
VCM
SC