Lee Financial’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Buy |
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|
2025
Q2 | $403K | Buy |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $707K | Buy |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $188K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $157K | Hold |
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|
2021
Q2 | $175K | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $120K | Hold |
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|
2020
Q2 | $178K | Buy |
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|
2020
Q1 | $79K | Sell |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $200K | Hold |
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|
2018
Q4 | $164K | Sell |
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|
2018
Q3 | $316K | Sell |
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|
2018
Q2 | $699K | Sell |
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|
2018
Q1 | $919K | Buy |
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|
2017
Q4 | $517K | Hold |
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|
2017
Q3 | $531K | Sell |
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|
2017
Q2 | $666K | Buy |
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|
2017
Q1 | $409K | Hold |
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|
2016
Q4 | $418K | Buy |
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