AFG
HEP
Albion Financial Group’s Holly Energy Partners, L.P. HEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-707
| Closed | -$15.5K | – | 512 |
|
|
2023
Q3 | $15.5K | Buy |
707
+11
| +2% | +$242 | ﹤0.01% | 270 |
|
|
2023
Q2 | $12.9K | Hold |
696
| – | – | ﹤0.01% | 296 |
|
|
2023
Q1 | $12.1K | Buy |
696
+13
| +2% | +$226 | ﹤0.01% | 297 |
|
|
2022
Q4 | $12.4K | Buy |
683
+12
| +2% | +$218 | ﹤0.01% | 290 |
|
|
2022
Q3 | $11K | Buy |
671
+14
| +2% | +$230 | ﹤0.01% | 309 |
|
|
2022
Q2 | $11K | Buy |
657
+13
| +2% | +$218 | ﹤0.01% | 318 |
|
|
2022
Q1 | $11K | Buy |
644
+11
| +2% | +$188 | ﹤0.01% | 360 |
|
|
2021
Q4 | $10K | Buy |
633
+13
| +2% | +$205 | ﹤0.01% | 408 |
|
|
2021
Q3 | $11K | Buy |
620
+11
| +2% | +$195 | ﹤0.01% | 370 |
|
|
2021
Q2 | $14K | Buy |
+609
| New | +$14K | ﹤0.01% | 356 |
|
|
2020
Q4 | $8K | Buy |
+586
| New | +$8K | ﹤0.01% | 366 |
|