Sequoia Financial 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 | $200K | Buy |
10,939
+40
| +0.4% | +$733 | ﹤0.01% | 1473 |
|
|
2025
Q1 | $218K | Buy |
+10,899
| New | +$218K | ﹤0.01% | 1211 |
|
|
2017
Q1 | – | Sell |
-7,115
| Closed | -$230K | – | 296 |
|
|
2016
Q4 | $230K | Hold |
7,115
| – | – | 0.03% | 238 |
|
|
2016
Q3 | $223K | Sell |
7,115
-12,027
| -63% | -$377K | 0.04% | 211 |
|
|
2016
Q2 | $526K | Buy |
+19,142
| New | +$526K | 0.15% | 110 |
|
|
2015
Q3 | – | Sell |
-5,703
| Closed | -$248K | – | 190 |
|
|
2015
Q2 | $248K | Buy |
5,703
+387
| +7% | +$16.8K | 0.1% | 157 |
|
|
2015
Q1 | $259K | Buy |
5,316
+59
| +1% | +$2.88K | 0.12% | 149 |
|
|
2014
Q4 | $270K | Sell |
5,257
-835
| -14% | -$42.9K | 0.18% | 118 |
|
|
2014
Q3 | $359K | Buy |
+6,092
| New | +$359K | 0.25% | 100 |
|
|
2014
Q2 | – | Sell |
-5,549
| Closed | -$306K | – | 166 |
|
|
2014
Q1 | $306K | Buy |
5,549
+1,209
| +28% | +$66.7K | 0.25% | 103 |
|
|
2013
Q4 | $225K | Buy |
+4,340
| New | +$225K | 0.19% | 128 |
|