PHX
Bank of America’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,791
| Closed | -$118K | – | 7431 |
|
|
2025
Q1 | $118K | Sell |
29,791
-5,845
| -16% | -$23.1K | ﹤0.01% | 5444 |
|
|
2024
Q4 | $143K | Buy |
35,636
+4,465
| +14% | +$17.9K | ﹤0.01% | 5385 |
|
|
2024
Q3 | $105K | Hold |
31,171
| – | – | ﹤0.01% | 5424 |
|
|
2024
Q2 | $102K | Sell |
31,171
-1,935
| -6% | -$6.31K | ﹤0.01% | 5419 |
|
|
2024
Q1 | $113K | Sell |
33,106
-1,208
| -4% | -$4.12K | ﹤0.01% | 5339 |
|
|
2023
Q4 | $110K | Buy |
34,314
+3,143
| +10% | +$10.1K | ﹤0.01% | 5419 |
|
|
2023
Q3 | $113K | Hold |
31,171
| – | – | ﹤0.01% | 5326 |
|
|
2023
Q2 | $97.3K | Hold |
31,171
| – | – | ﹤0.01% | 5368 |
|
|
2023
Q1 | $81.7K | Buy |
31,171
+31,139
| +97,309% | +$81.6K | ﹤0.01% | 5531 |
|
|
2022
Q4 | $124 | Buy |
32
+31
| +3,100% | +$120 | ﹤0.01% | 6804 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 7109 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 7320 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 7638 |
|
|
2021
Q4 | $0 | Sell |
1
-3,693
| -100% | – | ﹤0.01% | 7528 |
|
|
2021
Q3 | $12K | Buy |
3,694
+2,087
| +130% | +$6.78K | ﹤0.01% | 6617 |
|
|
2021
Q2 | $6K | Sell |
1,607
-20
| -1% | -$75 | ﹤0.01% | 6575 |
|
|
2021
Q1 | $5K | Buy |
1,627
+33
| +2% | +$101 | ﹤0.01% | 6411 |
|
|
2020
Q4 | $4K | Buy |
1,594
+1,500
| +1,596% | +$3.76K | ﹤0.01% | 6077 |
|
|
2020
Q3 | $0 | Sell |
94
-10,830
| -99% | – | ﹤0.01% | 6362 |
|
|
2020
Q2 | $29K | Buy |
10,924
+975
| +10% | +$2.59K | ﹤0.01% | 5576 |
|
|
2020
Q1 | $37K | Sell |
9,949
-1,309
| -12% | -$4.87K | ﹤0.01% | 5378 |
|
|
2019
Q4 | $126K | Buy |
11,258
+2
| +0% | +$22 | ﹤0.01% | 5086 |
|
|
2019
Q3 | $157K | Buy |
11,256
+1,855
| +20% | +$25.9K | ﹤0.01% | 5008 |
|
|
2019
Q2 | $123K | Buy |
9,401
+4,074
| +76% | +$53.3K | ﹤0.01% | 5139 |
|
|
2019
Q1 | $84K | Sell |
5,327
-5,376
| -50% | -$84.8K | ﹤0.01% | 5214 |
|
|
2018
Q4 | $166K | Buy |
10,703
+3,466
| +48% | +$53.8K | ﹤0.01% | 4917 |
|
|
2018
Q3 | $134K | Buy |
7,237
+1,426
| +25% | +$26.4K | ﹤0.01% | 5012 |
|
|
2018
Q2 | $111K | Buy |
5,811
+2,984
| +106% | +$57K | ﹤0.01% | 5032 |
|
|
2018
Q1 | $54K | Buy |
2,827
+328
| +13% | +$6.27K | ﹤0.01% | 5275 |
|
|
2017
Q4 | $51K | Buy |
2,499
+1,278
| +105% | +$26.1K | ﹤0.01% | 5261 |
|
|
2017
Q3 | $29K | Buy |
1,221
+827
| +210% | +$19.6K | ﹤0.01% | 5348 |
|
|
2017
Q2 | $9K | Sell |
394
-2,471
| -86% | -$56.4K | ﹤0.01% | 5681 |
|
|
2017
Q1 | $55K | Buy |
2,865
+607
| +27% | +$11.7K | ﹤0.01% | 5155 |
|
|
2016
Q4 | $53K | Buy |
2,258
+1,356
| +150% | +$31.8K | ﹤0.01% | 5130 |
|
|
2016
Q3 | $16K | Sell |
902
-338
| -27% | -$6K | ﹤0.01% | 5446 |
|
|
2016
Q2 | $21K | Buy |
1,240
+930
| +300% | +$15.8K | ﹤0.01% | 5418 |
|
|
2016
Q1 | $6K | Sell |
310
-1,090
| -78% | -$21.1K | ﹤0.01% | 5682 |
|
|
2015
Q4 | $22K | Buy |
1,400
+373
| +36% | +$5.86K | ﹤0.01% | 5394 |
|
|
2015
Q3 | $16K | Sell |
1,027
-145
| -12% | -$2.26K | ﹤0.01% | 5366 |
|
|
2015
Q2 | $25K | Sell |
1,172
-867
| -43% | -$18.5K | ﹤0.01% | 5226 |
|
|
2015
Q1 | $41K | Sell |
2,039
-626
| -23% | -$12.6K | ﹤0.01% | 4767 |
|
|
2014
Q4 | $62K | Buy |
2,665
+1,166
| +78% | +$27.1K | ﹤0.01% | 4762 |
|
|
2014
Q3 | $90K | Sell |
1,499
-1,099
| -42% | -$66K | ﹤0.01% | 4548 |
|
|
2014
Q2 | $146K | Buy |
2,598
+632
| +32% | +$35.5K | ﹤0.01% | 4406 |
|
|
2014
Q1 | $86K | Sell |
1,966
-1,641
| -45% | -$71.8K | ﹤0.01% | 4545 |
|
|
2013
Q4 | $121K | Buy |
3,607
+1,505
| +72% | +$50.5K | ﹤0.01% | 4457 |
|
|
2013
Q3 | $59K | Sell |
2,102
-4,540
| -68% | -$127K | ﹤0.01% | 4654 |
|
|
2013
Q2 | $189K | Buy |
+6,642
| New | +$189K | ﹤0.01% | 4437 |
|