Advisornet Financial’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-98
| Closed | -$2.15K | – | 2516 |
|
|
2023
Q3 | $2.15K | Hold |
98
| – | – | ﹤0.01% | 1616 |
|
|
2023
Q2 | $1.81K | Hold |
98
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q1 | $1.7K | Hold |
98
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q4 | $1.78K | Hold |
98
| – | – | ﹤0.01% | 1695 |
|
|
2022
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 1721 |
|
|
2022
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 1750 |
|
|
2022
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 1870 |
|
|
2021
Q3 | $2K | Sell |
98
-10,164
| -99% | -$198K | ﹤0.01% | 1782 |
|
|
2021
Q2 | $232K | Sell |
10,262
-300
| -3% | -$6.35K | 0.02% | 562 |
|
|
2021
Q1 | $202K | Buy |
10,562
+400
| +4% | +$6.59K | 0.01% | 564 |
|
|
2020
Q4 | $144K | Sell |
10,162
-2,852
| -22% | -$37K | 0.01% | 587 |
|
|
2020
Q3 | $158K | Sell |
13,014
-1,690
| -11% | -$23.5K | 0.01% | 545 |
|
|
2020
Q2 | $215K | Sell |
14,704
-3,653
| -20% | -$53.6K | 0.02% | 481 |
|
|
2020
Q1 | $258K | Buy |
18,357
+1,634
| +10% | +$32.7K | 0.02% | 421 |
|
|
2019
Q4 | $370K | Buy |
16,723
+8,325
| +99% | +$189K | 0.03% | 385 |
|
|
2019
Q3 | $212K | Buy |
8,398
+2,620
| +45% | +$71.9K | 0.02% | 489 |
|
|
2019
Q2 | $159K | Buy |
5,778
+4,380
| +313% | +$120K | 0.02% | 492 |
|
|
2019
Q1 | $38K | Buy |
1,398
+1,300
| +1,327% | +$37.8K | ﹤0.01% | 812 |
|
|
2018
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 1321 |
|
|
2018
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 1347 |
|
|
2018
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q1 | $3K | Sell |
98
-600
| -86% | -$18.3K | ﹤0.01% | 1288 |
|
|
2017
Q4 | $23K | Buy |
+698
| New | +$23.2K | ﹤0.01% | 834 |
|
Other funds holding HEP
Advisornet Financial's HEP Position: Q4 2023 in Review
Advisornet Financial sold out of Holly Energy Partners, L.P. (HEP) in Q4 2023, closing a stake of 98 shares — an estimated $2.15K sold.
Advisornet Financial first reported a position in HEP in Q4 2017 and held it in 24 quarters. The position peaked at $370K in Q4 2019. 1 fund tracked by Wall St. Rank holds HEP as of Q4 2023.
- Advisornet Financial reported no remaining Holly Energy Partners, L.P. position as of Q4 2023 after selling out during the quarter.
- Advisornet Financial sold 98 Holly Energy Partners, L.P. shares in Q4 2023, an estimated $2.15K.
- Advisornet Financial first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 24 quarters.
- Advisornet Financial's Holly Energy Partners, L.P. position peaked at $370K in Q4 2019.
- 1 fund tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2023.
Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.