United Capital Financial Advisors’s Plains GP Holdings PAGP Stock Holding History

United Capital Financial Advisors’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,380	Closed	-$226K	–	1088
2024 Q1	$226K	Hold	12,380	–	–	﹤0.01%	981
2023 Q4	$197K	Sell	12,380 -61,340	-83%	-$969K	﹤0.01%	1008
2023 Q3	$1.19M	Sell	73,720 -670	-0.9%	-$10.5K	0.01%	486
2023 Q2	$1.1M	Sell	74,390 -430	-0.6%	-$5.94K	0.01%	532
2023 Q1	$982K	Buy	74,820 +2,245	+3%	+$29.4K	0.01%	580
2022 Q4	$903K	Sell	72,575 -16,175	-18%	-$202K	0.01%	628
2022 Q3	$968K	Buy	88,750 +16,549	+23%	+$190K	0.01%	619
2022 Q2	$745K	Buy	72,201 +2,430	+3%	+$27.9K	﹤0.01%	694
2022 Q1	$806K	Sell	69,771 -4,990	-7%	-$57.4K	﹤0.01%	718
2021 Q4	$758K	Sell	74,761 -15,414	-17%	-$166K	﹤0.01%	751
2021 Q3	$972K	Sell	90,175 -10	-0%	-$105	﹤0.01%	685
2021 Q2	$1.08M	Sell	90,185 -9,010	-9%	-$96K	0.01%	674
2021 Q1	$932K	Sell	99,195 -27,366	-22%	-$255K	0.01%	692
2020 Q4	$1.07M	Sell	126,561 -47,577	-27%	-$369K	0.01%	657
2020 Q3	$1.06M	Sell	174,138 -60,229	-26%	-$461K	0.01%	646
2020 Q2	$2.09M	Sell	234,367 -15,337	-6%	-$135K	0.02%	508
2020 Q1	$1.4M	Sell	249,704 -10,627	-4%	-$150K	0.01%	561
2019 Q4	$4.93M	Sell	260,331 -9,225	-3%	-$173K	0.03%	424
2019 Q3	$5.72M	Sell	269,556 -15,076	-5%	-$348K	0.04%	380
2019 Q2	$7.11M	Sell	284,632 -2,006	-0.7%	-$48.5K	0.05%	354
2019 Q1	$7.14M	Sell	286,638 -7,972	-3%	-$188K	0.05%	343
2018 Q4	$5.92M	Buy	294,610 +5,044	+2%	+$112K	0.05%	334
2018 Q3	$7.1M	Sell	289,566 -104	-0%	-$2.58K	0.05%	366
2018 Q2	$6.93M	Buy	289,670 +4,907	+2%	+$120K	0.05%	360
2018 Q1	$6.19M	Buy	284,763 +61,169	+27%	+$1.35M	0.05%	372
2017 Q4	$4.93M	Buy	223,594 +16,091	+8%	+$339K	0.04%	416
2017 Q3	$4.54M	Sell	207,503 -17,584	-8%	-$418K	0.04%	409
2017 Q2	$5.89M	Buy	225,087 +26,041	+13%	+$728K	0.05%	353
2017 Q1	$6.21M	Buy	199,046 +40,186	+25%	+$1.31M	0.06%	336
2016 Q4	$5.51M	Buy	158,860 +13,470	+9%	+$462K	0.05%	352
2016 Q3	$5.01M	Buy	145,390 +126,150	+656%	+$3.8M	0.05%	379
2016 Q2	$512K	Sell	19,240 -22,243	-54%	-$574K	0.01%	909
2016 Q1	$960K	Sell	41,483 -29,375	-41%	-$603K	0.01%	705
2015 Q4	$1.78M	Sell	70,858 -11,267	-14%	-$394K	0.02%	567
2015 Q3	$3.83M	Buy	82,125 +40,487	+97%	+$2.27M	0.05%	377
2015 Q2	$2.87M	Sell	41,638 -9,409	-18%	-$706K	0.03%	497
2015 Q1	$4M	Sell	51,047 -1,991	-4%	-$145K	0.05%	384
2014 Q4	$3.63M	Buy	+53,038	New	+$3.77M	0.05%	323