Allworth Financial’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-126
| Closed | -$2.76K | – | 3672 |
|
|
2023
Q3 | $2.76K | Hold |
126
| – | – | ﹤0.01% | 2385 |
|
|
2023
Q2 | $2.33K | Hold |
126
| – | – | ﹤0.01% | 2422 |
|
|
2023
Q1 | $2.18K | Hold |
126
| – | – | ﹤0.01% | 2373 |
|
|
2022
Q4 | $2.28K | Hold |
126
| – | – | ﹤0.01% | 2195 |
|
|
2022
Q3 | $2K | Hold |
126
| – | – | ﹤0.01% | 2266 |
|
|
2022
Q2 | $2K | Buy |
+126
| New | +$2K | ﹤0.01% | 2056 |
|
|
2021
Q4 | – | Sell |
-3,208
| Closed | -$59K | – | 2172 |
|
|
2021
Q3 | $59K | Hold |
3,208
| – | – | ﹤0.01% | 745 |
|
|
2021
Q2 | $73K | Buy |
3,208
+494
| +18% | +$11.2K | ﹤0.01% | 535 |
|
|
2021
Q1 | $52K | Buy |
+2,714
| New | +$52K | ﹤0.01% | 570 |
|