Kestra Private Wealth 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 | $267K | Buy |
14,597
+1,986
| +16% | +$36.4K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $252K | Buy |
+12,611
| New | +$252K | ﹤0.01% | 1284 |
|
|
2024
Q4 | – | Sell |
-12,073
| Closed | -$210K | – | 1470 |
|
|
2024
Q3 | $210K | Sell |
12,073
-612
| -5% | -$10.6K | ﹤0.01% | 1245 |
|
|
2024
Q2 | $227K | Buy |
12,685
+700
| +6% | +$12.5K | ﹤0.01% | 1167 |
|
|
2024
Q1 | $210K | Buy |
+11,985
| New | +$210K | ﹤0.01% | 1167 |
|