Envestnet Asset Management’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 | $441K | Buy |
9,913
+212
| +2% | +$9.43K | ﹤0.01% | 3786 |
|
|
2025
Q1 | $412K | Buy |
9,701
+2,831
| +41% | +$120K | ﹤0.01% | 3739 |
|
|
2024
Q4 | $331K | Buy |
6,870
+373
| +6% | +$18K | ﹤0.01% | 3846 |
|
|
2024
Q3 | $299K | Buy |
+6,497
| New | +$299K | ﹤0.01% | 3825 |
|
|
2024
Q1 | – | Sell |
-7,466
| Closed | -$226K | – | 4259 |
|
|
2023
Q4 | $226K | Sell |
7,466
-131
| -2% | -$3.97K | ﹤0.01% | 3769 |
|
|
2023
Q3 | $204K | Buy |
+7,597
| New | +$204K | ﹤0.01% | 3738 |
|