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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $491K | Hold |
21,976
| – | – | 0.07% | 103 |
|
|
2025
Q4 | $395K | Sell |
21,976
-5,609
| -20% | -$95.3K | 0.05% | 108 |
|
|
2025
Q3 | $471K | Buy |
27,585
+5,609
| +26% | +$100K | 0.06% | 118 |
|
|
2025
Q2 | $403K | Buy |
21,976
+799
| +4% | +$13.9K | 0.06% | 106 |
|
|
2025
Q1 | $424K | Sell |
21,177
-22,698
| -52% | -$448K | 0.06% | 104 |
|
|
2024
Q4 | $749K | Buy |
43,875
+3,170
| +8% | +$55.2K | 0.11% | 96 |
|
|
2024
Q3 | $707K | Buy |
40,705
+21,792
| +115% | +$390K | 0.1% | 98 |
|
|
2024
Q2 | $338K | Hold |
18,913
| – | – | 0.06% | 112 |
|
|
2024
Q1 | $332K | Hold |
18,913
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $287K | Hold |
18,913
| – | – | 0.05% | 116 |
|
|
2023
Q3 | $290K | Hold |
18,913
| – | – | 0.05% | 110 |
|
|
2023
Q2 | $267K | Hold |
18,913
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $236K | Sell |
18,913
-400
| -2% | -$4.99K | 0.04% | 119 |
|
|
2022
Q4 | $227K | Hold |
19,313
| – | – | 0.04% | 138 |
|
|
2022
Q3 | $203K | Buy |
19,313
+1,791
| +10% | +$20K | 0.04% | 144 |
|
|
2022
Q2 | $172K | Hold |
17,522
| – | – | 0.03% | 152 |
|
|
2022
Q1 | $188K | Buy |
17,522
+1,200
| +7% | +$12.9K | 0.03% | 149 |
|
|
2021
Q4 | $153K | Buy |
16,322
+909
| +6% | +$9.13K | 0.03% | 162 |
|
|
2021
Q3 | $157K | Hold |
15,413
| – | – | 0.03% | 153 |
|
|
2021
Q2 | $175K | Sell |
15,413
-6,700
| -30% | -$68.8K | 0.04% | 145 |
|
|
2021
Q1 | $202K | Buy |
22,113
+872
| +4% | +$7.97K | 0.05% | 133 |
|
|
2020
Q4 | $175K | Buy |
21,241
+1,129
| +6% | +$8.58K | 0.05% | 125 |
|
|
2020
Q3 | $120K | Hold |
20,112
| – | – | 0.03% | 146 |
|
|
2020
Q2 | $178K | Buy |
20,112
+5,212
| +35% | +$44.3K | 0.05% | 124 |
|
|
2020
Q1 | $79K | Sell |
14,900
-191
| -1% | -$2.62K | 0.03% | 141 |
|
|
2019
Q4 | $278K | Sell |
15,091
-175
| -1% | -$3.21K | 0.06% | 109 |
|
|
2019
Q3 | $317K | Hold |
15,266
| – | – | 0.07% | 104 |
|
|
2019
Q2 | $372K | Buy |
15,266
+7,091
| +87% | +$169K | 0.08% | 95 |
|
|
2019
Q1 | $200K | Hold |
8,175
| – | – | 0.05% | 126 |
|
|
2018
Q4 | $164K | Sell |
8,175
-4,477
| -35% | -$102K | 0.04% | 127 |
|
|
2018
Q3 | $316K | Sell |
12,652
-16,915
| -57% | -$426K | 0.08% | 100 |
|
|
2018
Q2 | $699K | Sell |
29,567
-12,142
| -29% | -$292K | 0.16% | 71 |
|
|
2018
Q1 | $919K | Buy |
41,709
+16,657
| +66% | +$366K | 0.23% | 63 |
|
|
2017
Q4 | $517K | Hold |
25,052
| – | – | 0.15% | 78 |
|
|
2017
Q3 | $531K | Sell |
25,052
-300
| -1% | -$6.94K | 0.17% | 79 |
|
|
2017
Q2 | $666K | Buy |
25,352
+12,400
| +96% | +$343K | 0.25% | 78 |
|
|
2017
Q1 | $409K | Hold |
12,952
| – | – | 0.16% | 87 |
|
|
2016
Q4 | $418K | Buy |
+12,952
| New | +$409K | 0.23% | 75 |
|
Other funds holding PAA
AA
TCA
KACA
Lee Financial's PAA Position: Q1 2026 in Review
Lee Financial held its Plains All American Pipeline (PAA) position steady in Q1 2026 at 21,976 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #103.
Lee Financial first reported a position in PAA in Q4 2016 and has held it in 38 quarters since. The position peaked at $919K in Q1 2018. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.
- Lee Financial held 21,976 shares of Plains All American Pipeline worth $491K as of Q1 2026.
- Lee Financial left its Plains All American Pipeline share count unchanged in Q1 2026.
- Plains All American Pipeline made up 0.07% of Lee Financial's portfolio in Q1 2026, its #103 holding.
- Lee Financial first reported a position in Plains All American Pipeline in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Plains All American Pipeline position peaked at $919K in Q1 2018.
- 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.