Sunbelt Securities’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	$1.22M	Buy	54,597 +21,028	+63%	+$428K	0.08%	219
2025 Q4	$603K	Buy	33,569 +2,563	+8%	+$43.6K	0.04%	352
2025 Q3	$529K	Buy	31,006 +27,398	+759%	+$490K	0.04%	372
2025 Q2	$61.6K	Sell	3,608 -50	-1%	-$873	0.01%	892
2025 Q1	$73.2K	Buy	3,658 +50	+1%	+$988	0.01%	813
2024 Q4	$60.7K	Sell	3,608 -233	-6%	-$4.05K	0.01%	895
2024 Q3	$66.7K	Buy	3,841 +46	+1%	+$824	0.01%	867
2024 Q2	$67.8K	Buy	3,795 +1,318	+53%	+$23K	0.01%	834
2024 Q1	$43.5K	Buy	2,477 +49	+2%	+$791	﹤0.01%	907
2023 Q4	$36.8K	Buy	2,428 +41	+2%	+$626	﹤0.01%	880
2023 Q3	$36.6K	Buy	2,387 +50	+2%	+$749	0.01%	874
2023 Q2	$33K	Buy	2,337 +49	+2%	+$647	﹤0.01%	890
2023 Q1	$28.4K	Buy	+2,288	New	+$28.6K	﹤0.01%	869
2020 Q1	–	Sell	-21,630	Closed	-$398K	–	580
2019 Q4	$398K	Sell	21,630 -1,544	-7%	-$28.4K	0.04%	372
2019 Q3	$481K	Buy	+23,174	New	+$524K	0.05%	306