Summit Financial’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
Q2
$1.11M Buy
2025
Q1
$1.14M Buy
2024
Q4
$977K Buy
2022
Q2
Sell
2022
Q1
$113K Buy
2020
Q2
Sell
2020
Q1
$82.8K Sell
2019
Q4
$499K Buy
2019
Q3
Sell
2019
Q2
$724K Sell
2019
Q1
$766K Sell
2018
Q4
$641K Buy