Lee Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-592
| Closed | -$78.8K | – | 650 |
|
|
2023
Q4 | $78.8K | Buy |
592
+27
| +5% | +$3.6K | 0.01% | 193 |
|
|
2023
Q3 | $67.9K | Buy |
565
+66
| +13% | +$7.93K | 0.01% | 191 |
|
|
2023
Q2 | $47.6K | Sell |
499
-129
| -21% | -$12.3K | 0.01% | 228 |
|
|
2023
Q1 | $63.7K | Buy |
628
+327
| +109% | +$33.2K | 0.01% | 214 |
|
|
2022
Q4 | $31.3K | Hold |
301
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $25K | Buy |
301
+7
| +2% | +$581 | ﹤0.01% | 309 |
|
|
2022
Q2 | $24K | Hold |
294
| – | – | ﹤0.01% | 315 |
|
|
2022
Q1 | $25K | Sell |
294
-1,000
| -77% | -$85K | ﹤0.01% | 308 |
|
|
2021
Q4 | $94K | Buy |
1,294
+1,000
| +340% | +$72.6K | 0.02% | 196 |
|
|
2021
Q3 | $21K | Buy |
294
+44
| +18% | +$3.14K | ﹤0.01% | 326 |
|
|
2021
Q2 | $21K | Sell |
250
-180
| -42% | -$15.1K | ﹤0.01% | 318 |
|
|
2021
Q1 | $35K | Buy |
430
+150
| +54% | +$12.2K | 0.01% | 257 |
|
|
2020
Q4 | $20K | Hold |
280
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $15K | Buy |
280
+78
| +39% | +$4.18K | ﹤0.01% | 348 |
|
|
2020
Q2 | $15K | Sell |
202
-30
| -13% | -$2.23K | ﹤0.01% | 311 |
|
|
2020
Q1 | $12K | Hold |
232
| – | – | ﹤0.01% | 274 |
|
|
2019
Q4 | $26K | Hold |
232
| – | – | 0.01% | 239 |
|
|
2019
Q3 | $24K | Hold |
232
| – | – | 0.01% | 241 |
|
|
2019
Q2 | $22K | Hold |
232
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $22K | Buy |
232
+30
| +15% | +$2.85K | 0.01% | 250 |
|
|
2018
Q4 | $17K | Sell |
202
-118
| -37% | -$9.93K | ﹤0.01% | 238 |
|
|
2018
Q3 | $36K | Sell |
320
-177
| -36% | -$19.9K | 0.01% | 213 |
|
|
2018
Q2 | $56K | Hold |
497
| – | – | 0.01% | 256 |
|
|
2018
Q1 | $48K | Buy |
497
+177
| +55% | +$17.1K | 0.01% | 264 |
|
|
2017
Q4 | $32K | Hold |
320
| – | – | 0.01% | 218 |
|
|
2017
Q3 | $29K | Hold |
320
| – | – | 0.01% | 213 |
|
|
2017
Q2 | $26K | Hold |
320
| – | – | 0.01% | 226 |
|
|
2017
Q1 | $25K | Hold |
320
| – | – | 0.01% | 205 |
|
|
2016
Q4 | $28K | Buy |
+320
| New | +$28K | 0.02% | 207 |
|