Sequoia Financial Advisors’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
2025
Q3
Sell
2025
Q2
$200K Buy
2025
Q1
$218K Buy
2017
Q1
Sell
2016
Q4
$230K Hold
2016
Q3
$223K Sell
2016
Q2
$526K Buy
2015
Q3
Sell
2015
Q2
$248K Buy
2015
Q1
$259K Buy
2014
Q4
$270K Sell
2014
Q3
$359K Buy
2014
Q2
Sell
2014
Q1
$306K Buy
2013
Q4
$225K Buy