Corient Private Wealth’s Phinia Inc PHIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,908
Closed -$208K 2606
2025
Q1
$208K Sell
4,908
-1,905
-28% -$80.9K ﹤0.01% 2048
2024
Q4
$328K Sell
6,813
-1,776
-21% -$85.6K ﹤0.01% 1848
2024
Q3
$395K Buy
8,589
+1,747
+26% +$80.4K ﹤0.01% 1849
2024
Q2
$269K Buy
6,842
+1,268
+23% +$49.9K ﹤0.01% 1969
2024
Q1
$214K Buy
+5,574
New +$214K ﹤0.01% 2061