Heron Financial Group’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $696K | Sell |
5,967
-120
| -2% | -$14K | 0.37% | 62 |
|
|
2023
Q1 | $821K | Sell |
6,087
-1,110
| -15% | -$150K | 0.45% | 48 |
|
|
2022
Q4 | $833K | Buy |
7,197
+184
| +3% | +$21.3K | 0.56% | 41 |
|
|
2022
Q3 | $697K | Sell |
7,013
-330
| -4% | -$32.8K | 0.43% | 50 |
|
|
2022
Q2 | $604K | Buy |
7,343
+35
| +0.5% | +$2.88K | 0.37% | 61 |
|
|
2022
Q1 | $625K | Sell |
7,308
-252
| -3% | -$21.6K | 0.33% | 70 |
|
|
2021
Q4 | $560K | Sell |
7,560
-492
| -6% | -$36.4K | 0.3% | 75 |
|
|
2021
Q3 | $498K | Buy |
8,052
+84
| +1% | +$5.2K | 0.28% | 79 |
|
|
2021
Q2 | $481K | Sell |
7,968
-70
| -0.9% | -$4.23K | 0.27% | 82 |
|
|
2021
Q1 | $449K | Hold |
8,038
| – | – | 0.27% | 83 |
|
|
2020
Q4 | $355K | Sell |
8,038
-2,303
| -22% | -$102K | 0.25% | 88 |
|
|
2020
Q3 | $302K | Sell |
10,341
-2,756
| -21% | -$80.5K | 0.24% | 93 |
|
|
2020
Q2 | $474K | Buy |
13,097
+945
| +8% | +$34.2K | 0.42% | 61 |
|
|
2020
Q1 | $320K | Buy |
12,152
+368
| +3% | +$9.69K | 0.33% | 75 |
|
|
2019
Q4 | $669K | Buy |
+11,784
| New | +$669K | 0.55% | 46 |
|