Laurel Wealth Advisors (North Carolina)’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$13.2K | – | 597 |
|
|
2023
Q3 | $13.2K | Hold |
600
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $11.1K | Hold |
600
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $10.4K | Hold |
600
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $10.9K | Hold |
600
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $14K | Hold |
600
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 422 |
|
|
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 | +$17K | 0.01% | 309 |
|