JIR
PHX
James Investment Research’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,500
| Closed | -$61.2K | – | 347 |
|
|
2025
Q1 | $61.2K | Hold |
15,500
| – | – | 0.01% | 315 |
|
|
2024
Q4 | $62K | Hold |
15,500
| – | – | 0.01% | 319 |
|
|
2024
Q3 | $52.4K | Buy |
15,500
+4,500
| +41% | +$15.2K | 0.01% | 321 |
|
|
2024
Q2 | $35.9K | Hold |
11,000
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $37.5K | Hold |
11,000
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $35.4K | Hold |
11,000
| – | – | ﹤0.01% | 302 |
|
|
2023
Q3 | $40K | Hold |
11,000
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $34.3K | Hold |
11,000
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $29K | Hold |
11,000
| – | – | ﹤0.01% | 413 |
|
|
2022
Q4 | $43K | Buy |
+11,000
| New | +$43K | 0.01% | 370 |
|