Patriot Financial Group Insurance Agency’s Plains GP Holdings PAGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,357	Closed	-$280K	–	540
2025 Q3	$280K	Buy	15,357 +2,386	+18%	+$45.6K	0.04%	394
2025 Q2	$252K	Buy	12,971 +1,131	+10%	+$21.1K	0.03%	448
2025 Q1	$253K	Sell	11,840 -85	-0.7%	-$1.79K	0.03%	411
2024 Q4	$219K	Buy	11,925 +1,112	+10%	+$20.7K	0.03%	430
2024 Q3	$200K	Buy	+10,813	New	+$205K	0.03%	469
2022 Q3	–	Sell	-2,383	Closed	-$25K	–	1476
2022 Q2	$25K	Sell	2,383 -52	-2%	-$597	0.01%	937
2022 Q1	$28K	Buy	2,435 +1	+0%	+$11	0.01%	964
2021 Q4	$25K	Sell	2,434 -1,597	-40%	-$17.2K	﹤0.01%	1127
2021 Q3	$43K	Buy	4,031 +1,004	+33%	+$10.5K	0.01%	918
2021 Q2	$36K	Buy	3,027 +1,086	+56%	+$11.6K	0.01%	955
2021 Q1	$18K	Buy	1,941 +947	+95%	+$8.84K	﹤0.01%	1147
2020 Q4	$8K	Buy	994 +123	+14%	+$955	﹤0.01%	1301
2020 Q3	$5K	Buy	871 +306	+54%	+$2.34K	﹤0.01%	1243
2020 Q2	$5K	Buy	565 +372	+193%	+$3.28K	﹤0.01%	1188
2020 Q1	$1K	Buy	193 +65	+51%	+$915	﹤0.01%	1474
2019 Q4	$2K	Buy	+128	New	+$2.4K	﹤0.01%	1138