Summit Financial’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 | $1.11M | Buy |
60,668
+3,436
| +6% | +$62.9K | 0.03% | 398 |
|
|
2025
Q1 | $1.14M | Buy |
57,232
+3
| +0% | +$60 | 0.03% | 350 |
|
|
2024
Q4 | $977K | Buy |
+57,229
| New | +$977K | 0.03% | 320 |
|
|
2022
Q2 | – | Sell |
-10,482
| Closed | -$113K | – | 248 |
|
|
2022
Q1 | $113K | Buy |
+10,482
| New | +$113K | 0.01% | 246 |
|
|
2020
Q2 | – | Sell |
-15,673
| Closed | -$82.8K | – | 41 |
|
|
2020
Q1 | $82.8K | Sell |
15,673
-11,488
| -42% | -$60.7K | 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% | -$36.8K | 0.12% | 25 |
|
|
2019
Q1 | $766K | Sell |
31,246
-735
| -2% | -$18K | 0.13% | 25 |
|
|
2018
Q4 | $641K | Buy |
+31,981
| New | +$641K | 0.12% | 27 |
|