Lee Financial’s Plains All American Pipeline PAA Stock Holding History

Lee Financial’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$403K	Buy	21,976 +799	+4%	+$14.6K	0.06%	106
2025 Q1	$424K	Sell	21,177 -22,698	-52%	-$454K	0.06%	104
2024 Q4	$749K	Buy	43,875 +3,170	+8%	+$54.1K	0.11%	96
2024 Q3	$707K	Buy	40,705 +21,792	+115%	+$379K	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%	+$18.8K	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%	+$8.52K	0.03%	162
2021 Q3	$157K	Hold	15,413	–	–	0.03%	153
2021 Q2	$175K	Sell	15,413 -6,700	-30%	-$76.1K	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%	+$9.3K	0.05%	125
2020 Q3	$120K	Hold	20,112	–	–	0.03%	146
2020 Q2	$178K	Buy	20,112 +5,212	+35%	+$46.1K	0.05%	124
2020 Q1	$79K	Sell	14,900 -191	-1%	-$1.01K	0.03%	141
2019 Q4	$278K	Sell	15,091 -175	-1%	-$3.22K	0.06%	109
2019 Q3	$317K	Hold	15,266	–	–	0.07%	104
2019 Q2	$372K	Buy	15,266 +7,091	+87%	+$173K	0.08%	95
2019 Q1	$200K	Hold	8,175	–	–	0.05%	126
2018 Q4	$164K	Sell	8,175 -4,477	-35%	-$89.8K	0.04%	127
2018 Q3	$316K	Sell	12,652 -16,915	-57%	-$422K	0.08%	100
2018 Q2	$699K	Sell	29,567 -12,142	-29%	-$287K	0.16%	71
2018 Q1	$919K	Buy	41,709 +16,657	+66%	+$367K	0.23%	63
2017 Q4	$517K	Hold	25,052	–	–	0.15%	78
2017 Q3	$531K	Sell	25,052 -300	-1%	-$6.36K	0.17%	79
2017 Q2	$666K	Buy	25,352 +12,400	+96%	+$326K	0.25%	78
2017 Q1	$409K	Hold	12,952	–	–	0.16%	87
2016 Q4	$418K	Buy	+12,952	New	+$418K	0.23%	75