Laurel Wealth Advisors (North Carolina)’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$13.2K | – | 598 |
|
|
2023
Q3 | $13.2K | Hold |
600
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $11.1K | Hold |
600
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $10.4K | Hold |
600
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $10.9K | Hold |
600
| – | – | ﹤0.01% | 378 |
|
|
2022
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 388 |
|
|
2022
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 390 |
|
|
2022
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 404 |
|
|
2021
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $14K | Hold |
600
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 427 |
|
|
2020
Q3 | $7K | Hold |
600
| – | – | ﹤0.01% | 408 |
|
|
2020
Q2 | $9K | Hold |
600
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $8K | Hold |
600
| – | – | ﹤0.01% | 384 |
|
|
2019
Q4 | $13K | Hold |
600
| – | – | ﹤0.01% | 371 |
|
|
2019
Q3 | $15K | Hold |
600
| – | – | 0.01% | 344 |
|
|
2019
Q2 | $17K | Hold |
600
| – | – | 0.01% | 332 |
|
|
2019
Q1 | $16K | Hold |
600
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $17K | Buy |
+600
| New | +$17.7K | 0.01% | 309 |
|
Other funds holding HEP
Laurel Wealth Advisors (North Carolina)'s HEP Position: Q4 2023 in Review
Laurel Wealth Advisors (North Carolina) sold out of Holly Energy Partners, L.P. (HEP) in Q4 2023, closing a stake of 600 shares — an estimated $13.2K sold.
Laurel Wealth Advisors (North Carolina) first reported a position in HEP in Q4 2018 and held it in 20 quarters. The position peaked at $17K in Q2 2019. 1 fund tracked by Wall St. Rank holds HEP as of Q4 2023.
- Laurel Wealth Advisors (North Carolina) reported no remaining Holly Energy Partners, L.P. position as of Q4 2023 after selling out during the quarter.
- Laurel Wealth Advisors (North Carolina) sold 600 Holly Energy Partners, L.P. shares in Q4 2023, an estimated $13.2K.
- Laurel Wealth Advisors (North Carolina) first reported a position in Holly Energy Partners, L.P. in Q4 2018 and held it in 20 quarters.
- Laurel Wealth Advisors (North Carolina)'s Holly Energy Partners, L.P. position peaked at $17K in Q2 2019.
- 1 fund tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2023.
Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.