Aegis Financial’s Peabody Energy BTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
236,925
-131
| -0.1% | -$1.76K | 1.87% | 13 |
|
|
2025
Q1 | $3.21M | Hold |
237,056
| – | – | 2.74% | 10 |
|
|
2024
Q4 | $4.96M | Sell |
237,056
-248,336
| -51% | -$5.2M | 4.27% | 9 |
|
|
2024
Q3 | $12.9M | Hold |
485,392
| – | – | 10.99% | 5 |
|
|
2024
Q2 | $10.7M | Hold |
485,392
| – | – | 10.33% | 4 |
|
|
2024
Q1 | $11.8M | Sell |
485,392
-50,000
| -9% | -$1.21M | 9.99% | 4 |
|
|
2023
Q4 | $13M | Hold |
535,392
| – | – | 7.89% | 4 |
|
|
2023
Q3 | $13.9M | Hold |
535,392
| – | – | 8.48% | 3 |
|
|
2023
Q2 | $11.6M | Hold |
535,392
| – | – | 8.07% | 3 |
|
|
2023
Q1 | $13.7M | Buy |
535,392
+10,210
| +2% | +$261K | 10.63% | 2 |
|
|
2022
Q4 | $13.9M | Buy |
+525,182
| New | +$13.9M | 12.22% | 2 |
|