NewEdge Advisors’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 | $2.04M | Buy |
111,268
+98,286
| +757% | +$1.8M | 0.01% | 926 |
|
2025
Q1 | $260K | Buy |
+12,982
| New | +$260K | ﹤0.01% | 1975 |
|
2024
Q3 | – | Sell |
-400
| Closed | -$7.14K | – | 3913 |
|
2024
Q2 | $7.14K | Sell |
400
-208
| -34% | -$3.72K | ﹤0.01% | 2978 |
|
2024
Q1 | $10.7K | Hold |
608
| – | – | ﹤0.01% | 2851 |
|
2023
Q4 | $9.21K | Sell |
608
-223
| -27% | -$3.38K | ﹤0.01% | 2890 |
|
2023
Q3 | $12.7K | Sell |
831
-169
| -17% | -$2.59K | ﹤0.01% | 2495 |
|
2023
Q2 | $14.1K | Hold |
1,000
| – | – | ﹤0.01% | 2494 |
|
2023
Q1 | $12.5K | Sell |
1,000
-5,187
| -84% | -$64.7K | ﹤0.01% | 2502 |
|
2022
Q4 | $61K | Buy |
+6,187
| New | +$61K | ﹤0.01% | 1639 |
|
2017
Q3 | – | Sell |
-1,071
| Closed | -$27.8K | – | 880 |
|
2017
Q2 | $27.8K | Buy |
+1,071
| New | +$27.8K | ﹤0.01% | 639 |
|