Steward Partners Investment Advisory’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 | $977K | Buy |
53,334
+8,559
| +19% | +$157K | 0.01% | 1001 |
|
|
2025
Q1 | $895K | Buy |
44,775
+4,656
| +12% | +$93.1K | 0.01% | 962 |
|
|
2024
Q4 | $685K | Sell |
40,119
-162
| -0.4% | -$2.77K | 0.01% | 1021 |
|
|
2024
Q3 | $700K | Sell |
40,281
-4,045
| -9% | -$70.3K | 0.01% | 986 |
|
|
2024
Q2 | $792K | Buy |
44,326
+59
| +0.1% | +$1.05K | 0.01% | 892 |
|
|
2024
Q1 | $777K | Buy |
44,267
+2,747
| +7% | +$48.2K | 0.01% | 883 |
|
|
2023
Q4 | $629K | Sell |
41,520
-1,581
| -4% | -$24K | 0.01% | 899 |
|
|
2023
Q3 | $660K | Buy |
43,101
+5,583
| +15% | +$85.5K | 0.01% | 820 |
|
|
2023
Q2 | $529K | Sell |
37,518
-1,167
| -3% | -$16.5K | 0.01% | 912 |
|
|
2023
Q1 | $482K | Buy |
38,685
+161
| +0.4% | +$2.01K | 0.01% | 941 |
|
|
2022
Q4 | $453K | Sell |
38,524
-273
| -0.7% | -$3.21K | 0.01% | 940 |
|
|
2022
Q3 | $408K | Sell |
38,797
-2,245
| -5% | -$23.6K | 0.01% | 922 |
|
|
2022
Q2 | $403K | Sell |
41,042
-3,028
| -7% | -$29.7K | 0.01% | 933 |
|
|
2022
Q1 | $474K | Buy |
44,070
+1,621
| +4% | +$17.4K | 0.01% | 941 |
|
|
2021
Q4 | $396K | Buy |
42,449
+1,417
| +3% | +$13.2K | 0.01% | 1032 |
|
|
2021
Q3 | $417K | Buy |
41,032
+1,286
| +3% | +$13.1K | 0.01% | 969 |
|
|
2021
Q2 | $452K | Sell |
39,746
-26,098
| -40% | -$297K | 0.01% | 971 |
|
|
2021
Q1 | $599K | Buy |
65,844
+28,886
| +78% | +$263K | 0.01% | 818 |
|
|
2020
Q4 | $305K | Sell |
36,958
-8,836
| -19% | -$72.9K | 0.01% | 908 |
|
|
2020
Q3 | $274K | Sell |
45,794
-109
| -0.2% | -$652 | 0.01% | 842 |
|
|
2020
Q2 | $406K | Buy |
45,903
+3,100
| +7% | +$27.4K | 0.01% | 688 |
|
|
2020
Q1 | $226K | Sell |
42,803
-270
| -0.6% | -$1.43K | 0.01% | 753 |
|
|
2019
Q4 | $792K | Sell |
43,073
-1,200
| -3% | -$22.1K | 0.02% | 514 |
|
|
2019
Q3 | $918K | Buy |
44,273
+2,238
| +5% | +$46.4K | 0.03% | 434 |
|
|
2019
Q2 | $1.02M | Buy |
42,035
+8,907
| +27% | +$217K | 0.04% | 386 |
|
|
2019
Q1 | $811K | Sell |
33,128
-319
| -1% | -$7.81K | 0.03% | 404 |
|
|
2018
Q4 | $670K | Sell |
33,447
-1,038
| -3% | -$20.8K | 0.03% | 419 |
|
|
2018
Q3 | $862K | Buy |
34,485
+1,859
| +6% | +$46.5K | 0.04% | 382 |
|
|
2018
Q2 | $771K | Buy |
32,626
+13,969
| +75% | +$330K | 0.05% | 350 |
|
|
2018
Q1 | $411K | Buy |
+18,657
| New | +$411K | 0.03% | 462 |
|