Kestra Advisory Services’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 | $2.01M | Buy |
109,809
+15,825
| +17% | +$290K | 0.01% | 1070 |
|
|
2025
Q1 | $1.88M | Sell |
93,984
-1,128
| -1% | -$22.6K | 0.01% | 1016 |
|
|
2024
Q4 | $1.62M | Buy |
+95,112
| New | +$1.62M | 0.01% | 1113 |
|
|
2024
Q3 | – | Sell |
-28,545
| Closed | -$510K | – | 2679 |
|
|
2024
Q2 | $510K | Buy |
28,545
+9,191
| +47% | +$164K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $340K | Buy |
+19,354
| New | +$340K | ﹤0.01% | 1918 |
|