Mount Yale Investment Advisors’s Equinor EQNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
23,101
+424
| +2% | +$10.7K | 0.05% | 309 |
|
|
2025
Q1 | $600K | Buy |
22,677
+12,359
| +120% | +$327K | 0.05% | 289 |
|
|
2024
Q4 | $244K | Sell |
10,318
-9,431
| -48% | -$223K | 0.02% | 494 |
|
|
2024
Q3 | $500K | Sell |
19,749
-1,419
| -7% | -$35.9K | 0.05% | 343 |
|
|
2024
Q2 | $605K | Sell |
21,168
-38
| -0.2% | -$1.09K | 0.05% | 307 |
|
|
2024
Q1 | $573K | Buy |
21,206
+6,428
| +43% | +$174K | 0.04% | 328 |
|
|
2023
Q4 | $468K | Buy |
14,778
+798
| +6% | +$25.2K | 0.04% | 330 |
|
|
2023
Q3 | $458K | Buy |
+13,980
| New | +$458K | 0.05% | 316 |
|
|
2023
Q2 | – | Sell |
-36,555
| Closed | -$1.04M | – | 489 |
|
|
2023
Q1 | $1.04M | Sell |
36,555
-4,500
| -11% | -$128K | 0.12% | 175 |
|
|
2022
Q4 | $1.47M | Buy |
41,055
+5,280
| +15% | +$189K | 0.17% | 139 |
|
|
2022
Q3 | $1.18M | Buy |
35,775
+567
| +2% | +$18.8K | 0.16% | 143 |
|
|
2022
Q2 | $1.22M | Buy |
35,208
+20,197
| +135% | +$702K | 0.15% | 151 |
|
|
2022
Q1 | $563K | Buy |
+15,011
| New | +$563K | 0.06% | 288 |
|
|
2018
Q4 | – | Sell |
-14,285
| Closed | -$371K | – | 455 |
|
|
2018
Q3 | $371K | Buy |
+14,285
| New | +$371K | 0.06% | 224 |
|