IFP Advisors’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06K | Buy |
+81
| New | +$2.06K | ﹤0.01% | 3886 |
|
|
2025
Q1 | – | Sell |
-219
| Closed | -$1.81K | – | 4616 |
|
|
2024
Q4 | $1.81K | Buy |
219
+65
| +42% | +$537 | ﹤0.01% | 3137 |
|
|
2024
Q3 | $1.18K | Buy |
+154
| New | +$1.18K | ﹤0.01% | 3052 |
|
|
2023
Q1 | – | Sell |
-1,330
| Closed | -$36K | – | 4199 |
|
|
2022
Q4 | $36K | Sell |
1,330
-901
| -40% | -$24.4K | ﹤0.01% | 2466 |
|
|
2022
Q3 | $54K | Sell |
2,231
-51
| -2% | -$1.23K | ﹤0.01% | 2312 |
|
|
2022
Q2 | $54K | Hold |
2,282
| – | – | ﹤0.01% | 2115 |
|
|
2022
Q1 | $54K | Buy |
2,282
+2,015
| +755% | +$47.7K | ﹤0.01% | 2115 |
|
|
2021
Q4 | $2K | Hold |
267
| – | – | ﹤0.01% | 2778 |
|
|
2021
Q3 | $2K | Hold |
267
| – | – | ﹤0.01% | 2825 |
|
|
2021
Q2 | $3K | Hold |
267
| – | – | ﹤0.01% | 2630 |
|
|
2021
Q1 | $2K | Hold |
267
| – | – | ﹤0.01% | 2671 |
|
|
2020
Q4 | $1K | Hold |
267
| – | – | ﹤0.01% | 2777 |
|
|
2020
Q3 | $1K | Hold |
267
| – | – | ﹤0.01% | 2664 |
|
|
2020
Q2 | $1K | Sell |
267
-42
| -14% | -$157 | ﹤0.01% | 2557 |
|
|
2020
Q1 | $1K | Sell |
309
-427
| -58% | -$1.38K | ﹤0.01% | 2542 |
|
|
2019
Q4 | $8K | Hold |
736
| – | – | ﹤0.01% | 2020 |
|
|
2019
Q3 | $7K | Buy |
+736
| New | +$7K | ﹤0.01% | 2225 |
|
|
2019
Q1 | – | Sell |
-688
| Closed | -$7K | – | 3149 |
|
|
2018
Q4 | $7K | Sell |
688
-10,063
| -94% | -$102K | ﹤0.01% | 2653 |
|
|
2018
Q3 | $184K | Buy |
10,751
+5,923
| +123% | +$101K | 0.01% | 1124 |
|
|
2018
Q2 | $87K | Buy |
4,828
+4,707
| +3,890% | +$84.8K | ﹤0.01% | 1545 |
|
|
2018
Q1 | $3K | Hold |
121
| – | – | ﹤0.01% | 3398 |
|
|
2017
Q4 | $3K | Sell |
121
-364
| -75% | -$9.03K | ﹤0.01% | 3397 |
|
|
2017
Q3 | $10K | Hold |
485
| – | – | ﹤0.01% | 2991 |
|
|
2017
Q2 | $10K | Hold |
485
| – | – | ﹤0.01% | 2993 |
|
|
2017
Q1 | $12K | Buy |
485
+8
| +2% | +$198 | ﹤0.01% | 2791 |
|
|
2016
Q4 | $13K | Buy |
477
+56
| +13% | +$1.53K | ﹤0.01% | 2737 |
|
|
2016
Q3 | $9K | Hold |
421
| – | – | ﹤0.01% | 2891 |
|
|
2016
Q2 | $9K | Buy |
+421
| New | +$9K | ﹤0.01% | 2796 |
|
|
2016
Q1 | – | Sell |
-919
| Closed | -$14K | – | 3187 |
|
|
2015
Q4 | $14K | Buy |
+919
| New | +$14K | ﹤0.01% | 2377 |
|