Osaic Holdings’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$1.2K | – | 7435 |
|
|
2024
Q4 | $1.2K | Sell |
300
-83
| -22% | -$332 | ﹤0.01% | 6626 |
|
|
2024
Q3 | $1.3K | Hold |
383
| – | – | ﹤0.01% | 6571 |
|
|
2024
Q2 | $1.25K | Buy |
+383
| New | +$1.25K | ﹤0.01% | 6569 |
|
|
2024
Q1 | – | Sell |
-9,000
| Closed | -$29K | – | 7120 |
|
|
2023
Q4 | $29K | Sell |
9,000
-11,700
| -57% | -$37.7K | ﹤0.01% | 5260 |
|
|
2023
Q3 | $75.3K | Buy |
20,700
+10,700
| +107% | +$38.9K | ﹤0.01% | 4712 |
|
|
2023
Q2 | $31.2K | Hold |
10,000
| – | – | ﹤0.01% | 5253 |
|
|
2023
Q1 | $26.2K | Hold |
10,000
| – | – | ﹤0.01% | 5385 |
|
|
2022
Q4 | $39K | Buy |
10,000
+9,000
| +900% | +$35.1K | ﹤0.01% | 5104 |
|
|
2022
Q3 | $3K | Sell |
1,000
-5,900
| -86% | -$17.7K | ﹤0.01% | 6585 |
|
|
2022
Q2 | $21K | Hold |
6,900
| – | – | ﹤0.01% | 5570 |
|
|
2022
Q1 | $21K | Buy |
6,900
+1,000
| +17% | +$3.04K | ﹤0.01% | 5642 |
|
|
2021
Q4 | $13K | Sell |
5,900
-8,800
| -60% | -$19.4K | ﹤0.01% | 6054 |
|
|
2021
Q3 | $45K | Hold |
14,700
| – | – | ﹤0.01% | 5187 |
|
|
2021
Q2 | $55K | Hold |
14,700
| – | – | ﹤0.01% | 4967 |
|
|
2021
Q1 | $42K | Hold |
14,700
| – | – | ﹤0.01% | 4979 |
|
|
2020
Q4 | $34K | Hold |
14,700
| – | – | ﹤0.01% | 4799 |
|
|
2020
Q3 | $21K | Hold |
14,700
| – | – | ﹤0.01% | 4869 |
|
|
2020
Q2 | $40K | Buy |
14,700
+1,297
| +10% | +$3.53K | ﹤0.01% | 4333 |
|
|
2020
Q1 | $49K | Buy |
+13,403
| New | +$49K | ﹤0.01% | 3972 |
|