IFP Advisors’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $423 | Sell |
124
-62
| -33% | -$153 | ﹤0.01% | 4458 |
|
|
2025
Q4 | $303 | Sell |
186
-25
| -12% | -$48 | ﹤0.01% | 4404 |
|
|
2025
Q3 | $384 | Buy |
211
+174
| +470% | +$309 | ﹤0.01% | 4251 |
|
|
2025
Q2 | $61 | Buy |
+37
| New | +$55 | ﹤0.01% | 4782 |
|
|
2024
Q1 | – | Sell |
-875
| Closed | -$2.85K | – | 3258 |
|
|
2023
Q4 | $2.85K | Hold |
875
| – | – | ﹤0.01% | 2584 |
|
|
2023
Q3 | $3.83K | Hold |
875
| – | – | ﹤0.01% | 2610 |
|
|
2023
Q2 | $3.39K | Sell |
875
-1,000
| -53% | -$4.3K | ﹤0.01% | 2677 |
|
|
2023
Q1 | $12.6K | Hold |
1,875
| – | – | ﹤0.01% | 2202 |
|
|
2022
Q4 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3234 |
|
|
2022
Q3 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3484 |
|
|
2022
Q2 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3225 |
|
|
2022
Q1 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3225 |
|
|
2021
Q4 | $6K | Hold |
1,875
| – | – | ﹤0.01% | 2439 |
|
|
2021
Q3 | $7K | Buy |
1,875
+875
| +88% | +$3.13K | ﹤0.01% | 2446 |
|
|
2021
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 2500 |
|
|
2021
Q1 | $4K | Sell |
1,000
-100
| -9% | -$311 | ﹤0.01% | 2507 |
|
|
2020
Q4 | $2K | Hold |
1,100
| – | – | ﹤0.01% | 2676 |
|
|
2020
Q3 | $2K | Hold |
1,100
| – | – | ﹤0.01% | 2531 |
|
|
2020
Q2 | $2K | Buy |
+1,100
| New | +$2.79K | ﹤0.01% | 2436 |
|
|
2019
Q1 | – | Sell |
-47
| Closed | – | – | 3494 |
|
|
2018
Q4 | $0 | Hold |
47
| – | – | ﹤0.01% | 3905 |
|
|
2018
Q3 | $0 | Hold |
47
| – | – | ﹤0.01% | 4046 |
|
|
2018
Q2 | $0 | Buy |
+47
| New | +$304 | ﹤0.01% | 4086 |
|
Other funds holding WTI
VCM
VPM
