Lindbrook Capital’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
Q1 | $1.36M | Buy |
67,803
+2,522
| +4% | +$50.4K | 0.13% | 101 |
|
2024
Q4 | $1.11M | Sell |
65,281
-25,107
| -28% | -$429K | 0.1% | 124 |
|
2024
Q3 | $1.57M | Buy |
90,388
+12,207
| +16% | +$212K | 0.14% | 97 |
|
2024
Q2 | $1.4M | Hold |
78,181
| – | – | 0.13% | 98 |
|
2024
Q1 | $1.37M | Sell |
78,181
-2,481
| -3% | -$43.6K | 0.13% | 99 |
|
2023
Q4 | $1.22M | Buy |
80,662
+42,700
| +112% | +$647K | 0.12% | 102 |
|
2023
Q3 | $582K | Sell |
37,962
-3,145
| -8% | -$48.2K | 0.07% | 163 |
|
2023
Q2 | $580K | Sell |
41,107
-21,360
| -34% | -$301K | 0.06% | 168 |
|
2023
Q1 | $779K | Sell |
62,467
-1,472
| -2% | -$18.4K | 0.09% | 132 |
|
2022
Q4 | $752K | Sell |
63,939
-17,859
| -22% | -$210K | 0.09% | 136 |
|
2022
Q3 | $861K | Sell |
81,798
-10,143
| -11% | -$107K | 0.15% | 89 |
|
2022
Q2 | $903K | Buy |
91,941
+1,011
| +1% | +$9.93K | 0.15% | 95 |
|
2022
Q1 | $978K | Sell |
90,930
-9,948
| -10% | -$107K | 0.15% | 93 |
|
2021
Q4 | $942K | Buy |
100,878
+99,000
| +5,272% | +$924K | 0.14% | 88 |
|
2021
Q3 | $19K | Hold |
1,878
| – | – | 0.01% | 767 |
|
2021
Q2 | $21K | Hold |
1,878
| – | – | ﹤0.01% | 765 |
|
2021
Q1 | $17K | Hold |
1,878
| – | – | ﹤0.01% | 816 |
|
2020
Q4 | $15K | Sell |
1,878
-1,852
| -50% | -$14.8K | ﹤0.01% | 774 |
|
2020
Q3 | $22K | Hold |
3,730
| – | – | 0.01% | 585 |
|
2020
Q2 | $33K | Sell |
3,730
-138
| -4% | -$1.22K | 0.01% | 465 |
|
2020
Q1 | $20K | Sell |
3,868
-1,570
| -29% | -$8.12K | 0.01% | 545 |
|
2019
Q4 | $100K | Buy |
5,438
+790
| +17% | +$14.5K | 0.03% | 242 |
|
2019
Q3 | $96K | Hold |
4,648
| – | – | 0.04% | 246 |
|
2019
Q2 | $113K | Buy |
4,648
+310
| +7% | +$7.54K | 0.04% | 210 |
|
2019
Q1 | $106K | Sell |
4,338
-450
| -9% | -$11K | 0.04% | 211 |
|
2018
Q4 | $95K | Buy |
+4,788
| New | +$95K | 0.05% | 207 |
|