Valeo Financial Advisors’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 | $387K | Buy |
21,101
+6,884
| +48% | +$126K | 0.01% | 503 |
|
|
2025
Q1 | $284K | Sell |
14,217
-2,978
| -17% | -$59.6K | 0.01% | 542 |
|
|
2024
Q4 | $294K | Buy |
17,195
+885
| +5% | +$15.1K | 0.01% | 536 |
|
|
2024
Q3 | $283K | Buy |
+16,310
| New | +$283K | 0.01% | 541 |
|
|
2021
Q2 | – | Sell |
-1,207
| Closed | -$11K | – | 1319 |
|
|
2021
Q1 | $11K | Buy |
1,207
+500
| +71% | +$4.56K | ﹤0.01% | 1259 |
|
|
2020
Q4 | $6K | Buy |
707
+7
| +1% | +$59 | ﹤0.01% | 1309 |
|
|
2020
Q3 | $4K | Hold |
700
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q2 | $6K | Sell |
700
-609
| -47% | -$5.22K | ﹤0.01% | 1389 |
|
|
2020
Q1 | $7K | Sell |
1,309
-700
| -35% | -$3.74K | ﹤0.01% | 1167 |
|
|
2019
Q4 | $37K | Buy |
2,009
+1,009
| +101% | +$18.6K | ﹤0.01% | 743 |
|
|
2019
Q3 | $21K | Sell |
1,000
-500
| -33% | -$10.5K | ﹤0.01% | 826 |
|
|
2019
Q2 | $37K | Hold |
1,500
| – | – | ﹤0.01% | 682 |
|
|
2019
Q1 | $37K | Hold |
1,500
| – | – | ﹤0.01% | 625 |
|
|
2018
Q4 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 604 |
|
|
2018
Q3 | $33K | Sell |
1,500
-500
| -25% | -$11K | ﹤0.01% | 633 |
|
|
2018
Q2 | $53K | Buy |
2,000
+500
| +33% | +$13.3K | 0.01% | 528 |
|
|
2018
Q1 | $33K | Sell |
1,500
-1,000
| -40% | -$22K | 0.01% | 587 |
|
|
2017
Q4 | $52K | Sell |
2,500
-572
| -19% | -$11.9K | 0.01% | 460 |
|
|
2017
Q3 | $65K | Buy |
+3,072
| New | +$65K | 0.01% | 361 |
|