First National Bank of South Miami’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $941K | Sell |
5,978
-395
| -6% | -$62.2K | 0.76% | 36 |
|
|
2023
Q1 | $1.04M | Buy |
6,373
+85
| +1% | +$13.9K | 0.83% | 30 |
|
|
2022
Q4 | $1.13M | Sell |
6,288
-90
| -1% | -$16.2K | 0.84% | 28 |
|
|
2022
Q3 | $917K | Sell |
6,378
-486
| -7% | -$69.9K | 0.71% | 34 |
|
|
2022
Q2 | $994K | Sell |
6,864
-412
| -6% | -$59.7K | 0.68% | 36 |
|
|
2022
Q1 | $1.19M | Buy |
7,276
+101
| +1% | +$16.4K | 0.72% | 34 |
|
|
2021
Q4 | $842K | Buy |
7,175
+359
| +5% | +$42.1K | 0.51% | 54 |
|
|
2021
Q3 | $692K | Sell |
6,816
-565
| -8% | -$57.4K | 0.46% | 57 |
|
|
2021
Q2 | $773K | Buy |
7,381
+1,393
| +23% | +$146K | 0.53% | 52 |
|
|
2021
Q1 | $628K | Buy |
5,988
+981
| +20% | +$103K | 0.48% | 55 |
|
|
2020
Q4 | $423K | Buy |
5,007
+89
| +2% | +$7.52K | 0.36% | 68 |
|
|
2020
Q3 | $354K | Buy |
4,918
+223
| +5% | +$16.1K | 0.34% | 71 |
|
|
2020
Q2 | $419K | Buy |
4,695
+25
| +0.5% | +$2.23K | 0.45% | 65 |
|
|
2020
Q1 | $338K | Sell |
4,670
-211
| -4% | -$15.3K | 0.43% | 69 |
|
|
2019
Q4 | $588K | Sell |
4,881
-38
| -0.8% | -$4.58K | 0.58% | 56 |
|
|
2019
Q3 | $579K | Hold |
4,919
| – | – | 0.55% | 54 |
|
|
2019
Q2 | $606K | Sell |
4,919
-72
| -1% | -$8.87K | 0.57% | 53 |
|
|
2019
Q1 | $615K | Buy |
4,991
+288
| +6% | +$35.5K | 0.59% | 53 |
|
|
2018
Q4 | $540K | Buy |
+4,703
| New | +$540K | 0.53% | 58 |
|