Parkside Financial Bank & Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
2,554
-965
| -27% | -$115K | 0.03% | 334 |
|
|
2025
Q1 | $435K | Buy |
3,519
+1,135
| +48% | +$140K | 0.06% | 238 |
|
|
2024
Q4 | $272K | Buy |
2,384
+103
| +5% | +$11.7K | 0.04% | 313 |
|
|
2024
Q3 | $300K | Buy |
2,281
+133
| +6% | +$17.5K | 0.04% | 284 |
|
|
2024
Q2 | $303K | Sell |
2,148
-81
| -4% | -$11.4K | 0.05% | 270 |
|
|
2024
Q1 | $364K | Sell |
2,229
-973
| -30% | -$159K | 0.06% | 240 |
|
|
2023
Q4 | $426K | Buy |
3,202
+1,323
| +70% | +$176K | 0.08% | 191 |
|
|
2023
Q3 | $226K | Buy |
1,879
+145
| +8% | +$17.4K | 0.05% | 241 |
|
|
2023
Q2 | $165K | Buy |
1,734
+45
| +3% | +$4.29K | 0.04% | 291 |
|
|
2023
Q1 | $171K | Buy |
1,689
+84
| +5% | +$8.52K | 0.05% | 262 |
|
|
2022
Q4 | $167K | Buy |
1,605
+932
| +138% | +$97K | 0.05% | 255 |
|
|
2022
Q3 | $54K | Buy |
673
+127
| +23% | +$10.2K | 0.02% | 503 |
|
|
2022
Q2 | $45K | Sell |
546
-193
| -26% | -$15.9K | 0.01% | 561 |
|
|
2022
Q1 | $65K | Buy |
739
+299
| +68% | +$26.3K | 0.02% | 461 |
|
|
2021
Q4 | $32K | Buy |
440
+11
| +3% | +$800 | 0.01% | 667 |
|
|
2021
Q3 | $30K | Sell |
429
-469
| -52% | -$32.8K | 0.01% | 655 |
|
|
2021
Q2 | $78K | Sell |
898
-130
| -13% | -$11.3K | 0.02% | 381 |
|
|
2021
Q1 | $83K | Buy |
1,028
+11
| +1% | +$888 | 0.03% | 351 |
|
|
2020
Q4 | $71K | Sell |
1,017
-391
| -28% | -$27.3K | 0.02% | 373 |
|
|
2020
Q3 | $73K | Sell |
1,408
-468
| -25% | -$24.3K | 0.03% | 351 |
|
|
2020
Q2 | $135K | Buy |
1,876
+154
| +9% | +$11.1K | 0.04% | 250 |
|
|
2020
Q1 | $93K | Sell |
1,722
-486
| -22% | -$26.2K | 0.04% | 269 |
|
|
2019
Q4 | $246K | Buy |
2,208
+55
| +3% | +$6.13K | 0.07% | 173 |
|
|
2019
Q3 | $221K | Buy |
2,153
+118
| +6% | +$12.1K | 0.07% | 178 |
|
|
2019
Q2 | $190K | Buy |
2,035
+48
| +2% | +$4.48K | 0.06% | 191 |
|
|
2019
Q1 | $189K | Buy |
1,987
+80
| +4% | +$7.61K | 0.06% | 189 |
|
|
2018
Q4 | $165K | Buy |
1,907
+19
| +1% | +$1.64K | 0.06% | 186 |
|
|
2018
Q3 | $213K | Sell |
1,888
-7
| -0.4% | -$790 | 0.07% | 172 |
|
|
2018
Q2 | $212K | Sell |
1,895
-4
| -0.2% | -$447 | 0.08% | 169 |
|
|
2018
Q1 | $182K | Buy |
1,899
+48
| +3% | +$4.6K | 0.07% | 175 |
|
|
2017
Q4 | $187K | Buy |
1,851
+11
| +0.6% | +$1.11K | 0.07% | 170 |
|
|
2017
Q3 | $169K | Sell |
1,840
-2
| -0.1% | -$184 | 0.07% | 166 |
|
|
2017
Q2 | $152K | Buy |
1,842
+74
| +4% | +$6.11K | 0.06% | 170 |
|
|
2017
Q1 | $140K | Sell |
1,768
-1,043
| -37% | -$82.6K | 0.06% | 170 |
|
|
2016
Q4 | $243K | Sell |
2,811
-188
| -6% | -$16.3K | 0.11% | 139 |
|
|
2016
Q3 | $241K | Sell |
2,999
-14
| -0.5% | -$1.13K | 0.11% | 143 |
|
|
2016
Q2 | $239K | Hold |
3,013
| – | – | 0.12% | 128 |
|
|
2016
Q1 | $261K | Buy |
3,013
+30
| +1% | +$2.6K | 0.13% | 121 |
|
|
2015
Q4 | $244K | Buy |
2,983
+1,207
| +68% | +$98.7K | 0.12% | 125 |
|
|
2015
Q3 | $136K | Sell |
1,776
-1,510
| -46% | -$116K | 0.08% | 170 |
|
|
2015
Q2 | $264K | Buy |
3,286
+2
| +0.1% | +$161 | 0.14% | 136 |
|
|
2015
Q1 | $259K | Buy |
3,284
+96
| +3% | +$7.57K | 0.14% | 141 |
|
|
2014
Q4 | $228K | Sell |
3,188
-108
| -3% | -$7.72K | 0.13% | 150 |
|
|
2014
Q3 | $268K | Buy |
3,296
+68
| +2% | +$5.53K | 0.16% | 131 |
|
|
2014
Q2 | $260K | Sell |
3,228
-267
| -8% | -$21.5K | 0.15% | 134 |
|
|
2014
Q1 | $270K | Buy |
+3,495
| New | +$270K | 0.17% | 125 |
|