Stratos Wealth Partners’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 | $574K | Buy |
31,352
+3,069
| +11% | +$56.2K | 0.01% | 876 |
|
2025
Q1 | $566K | Buy |
28,283
+6,874
| +32% | +$137K | 0.01% | 837 |
|
2024
Q4 | $366K | Buy |
21,409
+2,892
| +16% | +$49.4K | 0.01% | 1058 |
|
2024
Q3 | $322K | Buy |
18,517
+2,738
| +17% | +$47.6K | ﹤0.01% | 1119 |
|
2024
Q2 | $282K | Buy |
+15,779
| New | +$282K | ﹤0.01% | 1107 |
|
2021
Q2 | – | Sell |
-10,791
| Closed | -$98K | – | 1214 |
|
2021
Q1 | $98K | Sell |
10,791
-4,294
| -28% | -$39K | ﹤0.01% | 1088 |
|
2020
Q4 | $124K | Sell |
15,085
-1,325
| -8% | -$10.9K | ﹤0.01% | 1037 |
|
2020
Q3 | $98K | Sell |
16,410
-8,954
| -35% | -$53.5K | ﹤0.01% | 976 |
|
2020
Q2 | $224K | Buy |
25,364
+7,368
| +41% | +$65.1K | 0.01% | 864 |
|
2020
Q1 | $95K | Buy |
17,996
+20
| +0.1% | +$106 | ﹤0.01% | 869 |
|
2019
Q4 | $331K | Buy |
17,976
+1,517
| +9% | +$27.9K | 0.01% | 716 |
|
2019
Q3 | $342K | Buy |
16,459
+1,742
| +12% | +$36.2K | 0.01% | 680 |
|
2019
Q2 | $358K | Buy |
14,717
+1,627
| +12% | +$39.6K | 0.02% | 665 |
|
2019
Q1 | $321K | Sell |
13,090
-675
| -5% | -$16.6K | 0.01% | 687 |
|
2018
Q4 | $276K | Sell |
13,765
-11
| -0.1% | -$221 | 0.01% | 684 |
|
2018
Q3 | $345K | Sell |
13,776
-240
| -2% | -$6.01K | 0.02% | 658 |
|
2018
Q2 | $331K | Buy |
14,016
+1,605
| +13% | +$37.9K | 0.01% | 699 |
|
2018
Q1 | $273K | Sell |
12,411
-4,982
| -29% | -$110K | 0.01% | 764 |
|
2017
Q4 | $359K | Sell |
17,393
-649
| -4% | -$13.4K | 0.02% | 644 |
|
2017
Q3 | $382K | Buy |
18,042
+50
| +0.3% | +$1.06K | 0.02% | 588 |
|
2017
Q2 | $473K | Sell |
17,992
-695
| -4% | -$18.3K | 0.02% | 473 |
|
2017
Q1 | $591K | Buy |
18,687
+361
| +2% | +$11.4K | 0.03% | 384 |
|
2016
Q4 | $592K | Buy |
18,326
+76
| +0.4% | +$2.46K | 0.04% | 346 |
|
2016
Q3 | $573K | Buy |
18,250
+1,269
| +7% | +$39.8K | 0.04% | 325 |
|
2016
Q2 | $467K | Sell |
16,981
-4,304
| -20% | -$118K | 0.03% | 348 |
|
2016
Q1 | $446K | Buy |
21,285
+1,212
| +6% | +$25.4K | 0.04% | 315 |
|
2015
Q4 | $464K | Sell |
20,073
-4,532
| -18% | -$105K | 0.04% | 323 |
|
2015
Q3 | $747K | Buy |
+24,605
| New | +$747K | 0.09% | 188 |
|
2015
Q2 | – | Sell |
-34,914
| Closed | -$1.7M | – | 591 |
|
2015
Q1 | $1.7M | Buy |
34,914
+5,388
| +18% | +$262K | 0.2% | 105 |
|
2014
Q4 | $1.52M | Buy |
+29,526
| New | +$1.52M | 0.27% | 96 |
|