PFBT
Parkside Financial Bank & Trust’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
65,167
+1,043
| +2% | +$40.4K | 0.27% | 70 |
|
|
2025
Q1 | $2.63M | Buy |
64,124
+25,004
| +64% | +$1.02M | 0.33% | 60 |
|
|
2024
Q4 | $1.5M | Sell |
39,120
-263
| -0.7% | -$10.1K | 0.2% | 89 |
|
|
2024
Q3 | $1.51M | Buy |
39,383
+12,033
| +44% | +$460K | 0.21% | 81 |
|
|
2024
Q2 | $1.09M | Sell |
27,350
-1,352
| -5% | -$53.7K | 0.17% | 96 |
|
|
2024
Q1 | $1.02M | Buy |
28,702
+24,811
| +638% | +$882K | 0.16% | 104 |
|
|
2023
Q4 | $114K | Sell |
3,891
-179
| -4% | -$5.24K | 0.02% | 443 |
|
|
2023
Q3 | $111K | Buy |
4,070
+299
| +8% | +$8.14K | 0.03% | 387 |
|
|
2023
Q2 | $100K | Sell |
3,771
-37
| -1% | -$981 | 0.02% | 412 |
|
|
2023
Q1 | $100K | Sell |
3,808
-79
| -2% | -$2.08K | 0.03% | 389 |
|
|
2022
Q4 | $104K | Sell |
3,887
-95
| -2% | -$2.55K | 0.03% | 371 |
|
|
2022
Q3 | $100K | Buy |
3,982
+1,261
| +46% | +$31.7K | 0.03% | 341 |
|
|
2022
Q2 | $66K | Sell |
2,721
-229
| -8% | -$5.56K | 0.02% | 443 |
|
|
2022
Q1 | $74K | Sell |
2,950
-1,337
| -31% | -$33.5K | 0.02% | 423 |
|
|
2021
Q4 | $95K | Sell |
4,287
-80
| -2% | -$1.77K | 0.02% | 374 |
|
|
2021
Q3 | $92K | Hold |
4,367
| – | – | 0.03% | 344 |
|
|
2021
Q2 | $94K | Buy |
+4,367
| New | +$94K | 0.03% | 340 |
|
|
2019
Q2 | – | Sell |
-27,619
| Closed | -$866K | – | 1688 |
|
|
2019
Q1 | $866K | Buy |
27,619
+20,204
| +272% | +$634K | 0.29% | 50 |
|
|
2018
Q4 | $206K | Sell |
7,415
-510
| -6% | -$14.2K | 0.07% | 160 |
|
|
2018
Q3 | $237K | Sell |
7,925
-19,395
| -71% | -$580K | 0.08% | 168 |
|
|
2018
Q2 | $977K | Sell |
27,320
-720
| -3% | -$25.7K | 0.36% | 46 |
|
|
2018
Q1 | $929K | Buy |
28,040
+2,125
| +8% | +$70.4K | 0.35% | 51 |
|
|
2017
Q4 | $963K | Buy |
25,915
+885
| +4% | +$32.9K | 0.35% | 52 |
|
|
2017
Q3 | $1.03M | Buy |
25,030
+320
| +1% | +$13.2K | 0.4% | 46 |
|
|
2017
Q2 | $1.06M | Sell |
24,710
-145
| -0.6% | -$6.24K | 0.44% | 43 |
|
|
2017
Q1 | $1.15M | Buy |
24,855
+1,670
| +7% | +$77K | 0.49% | 40 |
|
|
2016
Q4 | $982K | Sell |
23,185
-1,580
| -6% | -$66.9K | 0.43% | 51 |
|
|
2016
Q3 | $1.05M | Sell |
24,765
-5,740
| -19% | -$244K | 0.48% | 43 |
|
|
2016
Q2 | $1.17M | Sell |
30,505
-885
| -3% | -$33.9K | 0.57% | 34 |
|
|
2016
Q1 | $1.12M | Buy |
31,390
+16,745
| +114% | +$596K | 0.56% | 33 |
|
|
2015
Q4 | $532K | Buy |
14,645
+605
| +4% | +$22K | 0.26% | 71 |
|
|
2015
Q3 | $553K | Buy |
+14,040
| New | +$553K | 0.31% | 64 |
|