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
2026 Q1	$1.37M	Buy	61,269 +4	+0%	+$81	0.02%	677
2025 Q4	$1.1M	Buy	61,265 +599	+1%	+$10.2K	0.02%	634
2025 Q3	$1.03M	Sell	60,666 -2	-0%	-$36	0.02%	645
2025 Q2	$1.11M	Buy	60,668 +3,436	+6%	+$60K	0.03%	398
2025 Q1	$1.14M	Buy	57,232 +3	+0%	+$59	0.03%	350
2024 Q4	$977K	Buy	+57,229	New	+$996K	0.03%	320
2022 Q2	–	Sell	-10,482	Closed	-$113K	–	248
2022 Q1	$113K	Buy	+10,482	New	+$112K	0.01%	246
2020 Q2	–	Sell	-15,673	Closed	-$82.8K	–	41
2020 Q1	$82.8K	Sell	15,673 -11,488	-42%	-$158K	0.02%	41
2019 Q4	$499K	Buy	+27,161	New	+$499K	0.08%	33
2019 Q3	–	Sell	-29,735	Closed	-$724K	–	34
2019 Q2	$724K	Sell	29,735 -1,511	-5%	-$36.1K	0.12%	25
2019 Q1	$766K	Sell	31,246 -735	-2%	-$17.4K	0.13%	25
2018 Q4	$641K	Buy	+31,981	New	+$729K	0.12%	27