Independent Advisor Alliance’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 | $1.28M | Buy |
69,889
+320
| +0.5% | +$5.86K | 0.04% | 361 |
|
|
2025
Q1 | $1.39M | Hold |
69,569
| – | – | 0.05% | 314 |
|
|
2024
Q4 | $1.19M | Sell |
69,569
-1,270
| -2% | -$21.7K | 0.02% | 675 |
|
|
2024
Q3 | $1.23M | Hold |
70,839
| – | – | 0.04% | 290 |
|
|
2024
Q2 | $1.27M | Buy |
70,839
+25
| +0% | +$447 | 0.04% | 285 |
|
|
2024
Q1 | $1.24M | Sell |
70,814
-1,950
| -3% | -$34.2K | 0.04% | 286 |
|
|
2023
Q4 | $1.1M | Hold |
72,764
| – | – | 0.04% | 292 |
|
|
2023
Q3 | $1.11M | Buy |
72,764
+50,371
| +225% | +$772K | 0.05% | 280 |
|
|
2023
Q2 | $316K | Buy |
22,393
+2,750
| +14% | +$38.8K | 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% | +$21.1K | 0.01% | 574 |
|
|
2022
Q2 | $173K | Sell |
17,643
-500
| -3% | -$4.9K | 0.01% | 577 |
|
|
2022
Q1 | $195K | Sell |
18,143
-262
| -1% | -$2.82K | 0.01% | 619 |
|
|
2021
Q4 | $172K | Sell |
18,405
-63
| -0.3% | -$589 | 0.01% | 634 |
|
|
2021
Q3 | $188K | Sell |
18,468
-258
| -1% | -$2.63K | 0.01% | 589 |
|
|
2021
Q2 | $213K | Hold |
18,726
| – | – | 0.01% | 575 |
|
|
2021
Q1 | $170K | Buy |
18,726
+3,000
| +19% | +$27.2K | 0.01% | 564 |
|
|
2020
Q4 | $130K | Sell |
15,726
-725
| -4% | -$5.99K | 0.01% | 522 |
|
|
2020
Q3 | $98K | Buy |
16,451
+150
| +0.9% | +$894 | 0.01% | 476 |
|
|
2020
Q2 | $144K | Hold |
16,301
| – | – | 0.02% | 451 |
|
|
2020
Q1 | $86K | Buy |
16,301
+1,990
| +14% | +$10.5K | 0.01% | 394 |
|
|
2019
Q4 | $263K | Sell |
14,311
-400
| -3% | -$7.35K | 0.01% | 726 |
|
|
2019
Q3 | $305K | Sell |
14,711
-198
| -1% | -$4.11K | 0.04% | 336 |
|
|
2019
Q2 | $363K | Buy |
14,909
+125
| +0.8% | +$3.04K | 0.05% | 260 |
|
|
2019
Q1 | $362K | Buy |
14,784
+301
| +2% | +$7.37K | 0.05% | 274 |
|
|
2018
Q4 | $290K | Buy |
14,483
+41
| +0.3% | +$821 | 0.05% | 296 |
|
|
2018
Q3 | $369K | Buy |
14,442
+97
| +0.7% | +$2.48K | 0.07% | 224 |
|
|
2018
Q2 | $339K | Buy |
14,345
+441
| +3% | +$10.4K | 0.07% | 221 |
|
|
2018
Q1 | $298K | Buy |
13,904
+1,101
| +9% | +$23.6K | 0.07% | 249 |
|
|
2017
Q4 | $288K | Buy |
+12,803
| New | +$288K | 0.06% | 246 |
|