Charles Schwab’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $73.4K | Hold |
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|
2024
Q4 | $74.3K | Hold |
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|
2024
Q3 | $62.8K | Hold |
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|
2024
Q2 | $60.6K | Hold |
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|
2024
Q1 | $63.4K | Hold |
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|
2023
Q4 | $59.8K | Hold |
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|
2023
Q3 | $67.6K | Hold |
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|
2023
Q2 | $58K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $58K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $58K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $435K | Hold |
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|
2019
Q3 | $542K | Hold |
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|
2019
Q2 | $506K | Buy |
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|
2019
Q1 | $580K | Hold |
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|
2018
Q4 | $573K | Hold |
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|
2018
Q3 | $682K | Buy |
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|
2018
Q2 | $661K | Hold |
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|
2018
Q1 | $668K | Hold |
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|
2017
Q4 | $712K | Buy |
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|
2017
Q3 | $724K | Hold |
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|
2017
Q2 | $703K | Hold |
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|
2017
Q1 | $584K | Hold |
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|
2016
Q4 | $716K | Hold |
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|
2016
Q3 | $533K | Hold |
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|
2016
Q2 | $507K | Hold |
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|
2016
Q1 | $527K | Hold |
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|
2015
Q4 | $492K | Hold |
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|
2015
Q3 | $492K | Hold |
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|
2015
Q2 | $629K | Buy |
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|
2015
Q1 | $466K | Hold |
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|
2014
Q4 | $548K | Sell |
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|
2014
Q3 | $884K | Buy |
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|
2014
Q2 | $701K | Hold |
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|
2014
Q1 | $546K | Hold |
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|
2013
Q4 | $418K | Hold |
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|
2013
Q3 | $350K | Sell |
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|
2013
Q2 | $522K | Buy |
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