Lee Financial’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
Q1 | – | Sell |
-10,000
| Closed | -$181K | – | 979 |
|
|
2022
Q4 | $181K | Hold |
10,000
| – | – | 0.03% | 154 |
|
|
2022
Q3 | $164K | Hold |
10,000
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $160K | Hold |
10,000
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $177K | Hold |
10,000
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $165K | Hold |
10,000
| – | – | 0.03% | 153 |
|
|
2021
Q3 | $183K | Hold |
10,000
| – | – | 0.04% | 146 |
|
|
2021
Q2 | $226K | Hold |
10,000
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $191K | Hold |
10,000
| – | – | 0.05% | 135 |
|
|
2020
Q4 | $142K | Hold |
10,000
| – | – | 0.04% | 131 |
|
|
2020
Q3 | $121K | Hold |
10,000
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $146K | Hold |
10,000
| – | – | 0.04% | 136 |
|
|
2020
Q1 | $140K | Hold |
10,000
| – | – | 0.05% | 120 |
|
|
2019
Q4 | $222K | Hold |
10,000
| – | – | 0.05% | 118 |
|
|
2019
Q3 | $253K | Hold |
10,000
| – | – | 0.06% | 112 |
|
|
2019
Q2 | $275K | Hold |
10,000
| – | – | 0.06% | 112 |
|
|
2019
Q1 | $270K | Hold |
10,000
| – | – | 0.06% | 112 |
|
|
2018
Q4 | $286K | Hold |
10,000
| – | – | 0.08% | 98 |
|
|
2018
Q3 | $315K | Hold |
10,000
| – | – | 0.08% | 102 |
|
|
2018
Q2 | $283K | Hold |
10,000
| – | – | 0.07% | 130 |
|
|
2018
Q1 | $276K | Hold |
10,000
| – | – | 0.07% | 137 |
|
|
2017
Q4 | $325K | Hold |
10,000
| – | – | 0.09% | 101 |
|
|
2017
Q3 | $334K | Hold |
10,000
| – | – | 0.11% | 88 |
|
|
2017
Q2 | $325K | Hold |
10,000
| – | – | 0.12% | 93 |
|
|
2017
Q1 | $357K | Hold |
10,000
| – | – | 0.14% | 90 |
|
|
2016
Q4 | $321K | Buy |
+10,000
| New | +$321K | 0.18% | 86 |
|