Sovereign Investment 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 | $9.69M | Hold |
528,931
| – | – | 2.66% | 12 |
|
|
2025
Q1 | $9.29M | Hold |
528,931
| – | – | 3.23% | 10 |
|
|
2024
Q4 | $9.03M | Hold |
528,931
| – | – | 2.69% | 13 |
|
|
2024
Q3 | $9.19M | Hold |
528,931
| – | – | 3.01% | 10 |
|
|
2024
Q2 | $8.01M | Hold |
528,931
| – | – | 2.99% | 10 |
|
|
2024
Q1 | $9.29M | Hold |
528,931
| – | – | 3.2% | 10 |
|
|
2023
Q4 | $8.01M | Hold |
528,931
| – | – | 2.99% | 10 |
|
|
2023
Q3 | $8.1M | Hold |
528,931
| – | – | 3.18% | 9 |
|
|
2023
Q2 | $7.46M | Hold |
528,931
| – | – | 2.82% | 11 |
|
|
2023
Q1 | $6.6M | Hold |
528,931
| – | – | 2.62% | 13 |
|
|
2022
Q4 | $6.22M | Hold |
528,931
| – | – | 2.61% | 14 |
|
|
2022
Q3 | $5.56M | Hold |
528,931
| – | – | 2.49% | 15 |
|
|
2022
Q2 | $5.19M | Hold |
528,931
| – | – | 2.25% | 15 |
|
|
2022
Q1 | $5.69M | Hold |
528,931
| – | – | 2.24% | 14 |
|
|
2021
Q4 | $4.94M | Hold |
528,931
| – | – | 1.92% | 16 |
|
|
2021
Q3 | $5.38M | Hold |
528,931
| – | – | 2.15% | 14 |
|
|
2021
Q2 | $6.01M | Hold |
528,931
| – | – | 2.27% | 13 |
|
|
2021
Q1 | $4.81M | Hold |
528,931
| – | – | 1.91% | 14 |
|
|
2020
Q4 | $4.36M | Hold |
528,931
| – | – | 1.77% | 14 |
|
|
2020
Q3 | $3.16M | Buy |
+528,931
| New | +$3.16M | 1.24% | 20 |
|