SFMG Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75,489
| Closed | -$1.39M | – | 291 |
|
|
2024
Q4 | $1.39M | Hold |
75,489
| – | – | 0.11% | 88 |
|
|
2024
Q3 | $1.4M | Buy |
75,489
+35,240
| +88% | +$652K | 0.11% | 82 |
|
|
2024
Q2 | $757K | Hold |
40,249
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $735K | Hold |
40,249
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $642K | Hold |
40,249
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $649K | Buy |
40,249
+16,620
| +70% | +$268K | 0.07% | 108 |
|
|
2023
Q2 | $350K | Hold |
23,629
| – | – | 0.04% | 158 |
|
|
2023
Q1 | $310K | Hold |
23,629
| – | – | 0.03% | 176 |
|
|
2022
Q4 | $294K | Hold |
23,629
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $276K | Buy |
23,629
+4,879
| +26% | +$57K | 0.03% | 181 |
|
|
2022
Q2 | $194K | Hold |
18,750
| – | – | 0.02% | 240 |
|
|
2022
Q1 | $217K | Hold |
18,750
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $190K | Hold |
18,750
| – | – | 0.02% | 273 |
|
|
2021
Q3 | $202K | Buy |
18,750
+3,750
| +25% | +$40.4K | 0.02% | 243 |
|
|
2021
Q2 | $179K | Hold |
15,000
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $141K | Hold |
15,000
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $127K | Hold |
15,000
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $91K | Buy |
15,000
+3,750
| +33% | +$22.8K | 0.01% | 178 |
|
|
2020
Q2 | $100K | Hold |
11,250
| – | – | 0.01% | 158 |
|
|
2020
Q1 | $63K | Hold |
11,250
| – | – | 0.01% | 138 |
|
|
2019
Q4 | $213K | Hold |
11,250
| – | – | 0.03% | 153 |
|
|
2019
Q3 | $239K | Buy |
+11,250
| New | +$239K | 0.03% | 131 |
|