HTLF Bank’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.8M | Sell |
53,834
-449
| -0.8% | -$65K | 0.88% | 28 |
|
|
2024
Q3 | $7.99M | Sell |
54,283
-728
| -1% | -$107K | 0.87% | 29 |
|
|
2024
Q2 | $8.6M | Sell |
55,011
-2,305
| -4% | -$361K | 0.98% | 23 |
|
|
2024
Q1 | $9.04M | Buy |
57,316
+2,649
| +5% | +$418K | 1.04% | 21 |
|
|
2023
Q4 | $8.15M | Buy |
+54,667
| New | +$8.15M | 0.96% | 25 |
|