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	-10,939	Closed	-$200K	–	1792
2025 Q2	$200K	Buy	10,939 +40	+0.4%	+$698	﹤0.01%	1486
2025 Q1	$218K	Buy	+10,899	New	+$215K	﹤0.01%	1220
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%	-$344K	0.04%	211
2016 Q2	$526K	Buy	+19,142	New	+$463K	0.15%	110
2015 Q3	–	Sell	-5,703	Closed	-$248K	–	190
2015 Q2	$248K	Buy	5,703 +387	+7%	+$18.6K	0.1%	157
2015 Q1	$259K	Buy	5,316 +59	+1%	+$2.93K	0.12%	149
2014 Q4	$270K	Sell	5,257 -835	-14%	-$44.4K	0.18%	118
2014 Q3	$359K	Buy	+6,092	New	+$357K	0.25%	100
2014 Q2	–	Sell	-5,549	Closed	-$306K	–	166
2014 Q1	$306K	Buy	5,549 +1,209	+28%	+$63.5K	0.25%	103
2013 Q4	$225K	Buy	+4,340	New	+$222K	0.19%	128