UMB Bank’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
$706K Hold
38,552
0.01% 368
2025
Q1
$771K Buy
38,552
+15,189
+65% +$304K 0.01% 356
2024
Q4
$399K Hold
23,363
0.01% 435
2024
Q3
$406K Sell
23,363
-11,451
-33% -$199K 0.01% 433
2024
Q2
$622K Sell
34,814
-7,004
-17% -$125K 0.01% 376
2024
Q1
$734K Sell
41,818
-26,260
-39% -$461K 0.01% 360
2023
Q4
$1.03M Buy
68,078
+12,046
+21% +$182K 0.02% 328
2023
Q3
$858K Hold
56,032
0.01% 339
2023
Q2
$790K Hold
56,032
0.01% 365
2023
Q1
$699K Sell
56,032
-3,741
-6% -$46.7K 0.01% 374
2022
Q4
$703K Hold
59,773
0.01% 379
2022
Q3
$629K Sell
59,773
-4,989
-8% -$52.5K 0.01% 403
2022
Q2
$636K Sell
64,762
-620
-0.9% -$6.09K 0.01% 429
2022
Q1
$704K Hold
65,382
0.01% 435
2021
Q4
$611K Buy
65,382
+5,920
+10% +$55.3K 0.01% 457
2021
Q3
$605K Buy
59,462
+3,958
+7% +$40.3K 0.01% 280
2021
Q2
$631K Hold
55,504
0.01% 279
2021
Q1
$505K Buy
55,504
+3,741
+7% +$34K 0.01% 282
2020
Q4
$427K Sell
51,763
-14,975
-22% -$124K 0.01% 288
2020
Q3
$590K Hold
66,738
0.02% 244
2020
Q2
$590K Sell
66,738
-2,500
-4% -$22.1K 0.02% 244
2020
Q1
$366K Sell
69,238
-9,818
-12% -$51.9K 0.01% 267
2019
Q4
$1.45M Buy
79,056
+18,280
+30% +$336K 0.04% 193
2019
Q3
$1.26K Sell
60,776
-27,957
-32% -$580 0.03% 205
2019
Q2
$2.16K Sell
88,733
-6,028
-6% -$147 0.05% 173
2019
Q1
$2.32M Buy
94,761
+3,947
+4% +$96.8K 0.07% 161
2018
Q4
$1.82K Sell
90,814
-140
-0.2% -$3 0.06% 171
2018
Q3
$2.28M Buy
90,954
+8,958
+11% +$224K 0.07% 166
2018
Q2
$1.94M Sell
81,996
-1,025
-1% -$24.2K 0.06% 174
2018
Q1
$1.83M Buy
83,021
+36,036
+77% +$794K 0.06% 177
2017
Q4
$970K Buy
46,985
+8,102
+21% +$167K 0.03% 207
2017
Q3
$824K Buy
38,883
+4,897
+14% +$104K 0.03% 211
2017
Q2
$893K Buy
33,986
+13,641
+67% +$358K 0.03% 206
2017
Q1
$643K Buy
20,345
+529
+3% +$16.7K 0.02% 219
2016
Q4
$640K Sell
19,816
-1,000
-5% -$32.3K 0.02% 219
2016
Q3
$654K Sell
20,816
-300
-1% -$9.43K 0.03% 219
2016
Q2
$581K Sell
21,116
-2,800
-12% -$77K 0.02% 223
2016
Q1
$501K Sell
23,916
-600
-2% -$12.6K 0.02% 232
2015
Q4
$567K Buy
+24,516
New +$567K 0.02% 230
2014
Q4
Sell
-21,166
Closed -$1.25K 307
2014
Q3
$1.25K Hold
21,166
0.06% 155
2014
Q2
$1.27M Buy
21,166
+2,500
+13% +$150K 0.06% 160
2014
Q1
$1.03M Buy
18,666
+5,446
+41% +$300K 0.06% 164
2013
Q4
$684 Hold
13,220
0.04% 185
2013
Q3
$696 Hold
13,220
0.04% 192
2013
Q2
$738 Buy
+13,220
New +$738 0.04% 180