Independent Advisor Alliance’s Plains All American Pipeline PAA Stock Holding History

Independent Advisor Alliance’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56M	Sell	70,004 -3,665	-5%	-$74.5K	0.02%	636
2025 Q4	$1.32M	Buy	73,669 +1,812	+3%	+$30.8K	0.03%	395
2025 Q3	$1.23M	Buy	71,857 +1,968	+3%	+$35.2K	0.03%	396
2025 Q2	$1.28M	Buy	69,889 +320	+0.5%	+$5.58K	0.04%	361
2025 Q1	$1.39M	Hold	69,569	–	–	0.05%	314
2024 Q4	$1.19M	Sell	69,569 -1,270	-2%	-$22.1K	0.02%	675
2024 Q3	$1.23M	Hold	70,839	–	–	0.04%	290
2024 Q2	$1.27M	Buy	70,839 +25	+0%	+$436	0.04%	285
2024 Q1	$1.24M	Sell	70,814 -1,950	-3%	-$31.5K	0.04%	286
2023 Q4	$1.1M	Hold	72,764	–	–	0.04%	292
2023 Q3	$1.11M	Buy	72,764 +50,371	+225%	+$755K	0.05%	280
2023 Q2	$316K	Buy	22,393 +2,750	+14%	+$36.3K	0.01%	518
2023 Q1	$245K	Hold	19,643	–	–	0.01%	562
2022 Q4	$231	Hold	19,643	–	–	﹤0.01%	375
2022 Q3	$207K	Buy	19,643 +2,000	+11%	+$22.3K	0.01%	574
2022 Q2	$173K	Sell	17,643 -500	-3%	-$5.42K	0.01%	577
2022 Q1	$195K	Sell	18,143 -262	-1%	-$2.81K	0.01%	619
2021 Q4	$172K	Sell	18,405 -63	-0.3%	-$633	0.01%	635
2021 Q3	$188K	Sell	18,468 -258	-1%	-$2.56K	0.01%	590
2021 Q2	$213K	Hold	18,726	–	–	0.01%	575
2021 Q1	$170K	Buy	18,726 +3,000	+19%	+$27.4K	0.01%	564
2020 Q4	$130K	Sell	15,726 -725	-4%	-$5.51K	0.01%	524
2020 Q3	$98K	Buy	16,451 +150	+0.9%	+$1.12K	0.01%	476
2020 Q2	$144K	Hold	16,301	–	–	0.02%	451
2020 Q1	$86K	Buy	16,301 +1,990	+14%	+$27.3K	0.01%	394
2019 Q4	$263K	Sell	14,311 -400	-3%	-$7.35K	0.01%	726
2019 Q3	$305K	Sell	14,711 -198	-1%	-$4.48K	0.04%	336
2019 Q2	$363K	Buy	14,909 +125	+0.8%	+$2.98K	0.05%	260
2019 Q1	$362K	Buy	14,784 +301	+2%	+$7.11K	0.05%	276
2018 Q4	$290K	Buy	14,483 +41	+0.3%	+$935	0.05%	297
2018 Q3	$369K	Buy	14,442 +97	+0.7%	+$2.44K	0.08%	233
2018 Q2	$339K	Buy	14,345 +441	+3%	+$10.6K	0.08%	228
2018 Q1	$298K	Buy	13,904 +1,101	+9%	+$24.2K	0.07%	252
2017 Q4	$288K	Buy	+12,803	New	+$261K	0.07%	247