Nations Financial Group’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 |
-43,000
| Closed | -$944K | – | 650 |
|
2023
Q3 | $944K | Hold |
43,000
| – | – | 0.1% | 237 |
|
2023
Q2 | $796K | Hold |
43,000
| – | – | 0.08% | 276 |
|
2023
Q1 | $747K | Hold |
43,000
| – | – | 0.08% | 276 |
|
2022
Q4 | $779K | Hold |
43,000
| – | – | 0.09% | 263 |
|
2022
Q3 | $706K | Hold |
43,000
| – | – | 0.1% | 222 |
|
2022
Q2 | $689K | Hold |
43,000
| – | – | 0.09% | 236 |
|
2022
Q1 | $761K | Buy |
+43,000
| New | +$761K | 0.09% | 241 |
|