First National Bank of South Miami’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$269K Sell
2023
Q1
$300K Sell
2022
Q4
$308K Hold
2022
Q3
$239K Sell
2022
Q2
$249K Hold
2022
Q1
$263K Sell
2021
Q4
$237K Buy
2021
Q3
$227K Sell
2021
Q2
$290K Sell
2021
Q1
$295K Sell
2020
Q4
$272K Sell
2020
Q3
$212K Sell
2020
Q2
$428K Sell
2020
Q1
$368K Sell
2019
Q4
$771K Hold
2019
Q3
$683K Hold
2019
Q2
$710K Buy
2019
Q1
$636K Buy
2018
Q4
$595K Buy