Patriot Financial Group Insurance Agency’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,891
| Closed | -$328K | – | 510 |
|
|
2024
Q2 | $328K | Sell |
1,891
-44
| -2% | -$7.64K | 0.05% | 349 |
|
|
2024
Q1 | $390K | Buy |
1,935
+93
| +5% | +$18.7K | 0.06% | 311 |
|
|
2023
Q4 | $273K | Sell |
1,842
-60
| -3% | -$8.9K | 0.05% | 353 |
|
|
2023
Q3 | $288K | Sell |
1,902
-120
| -6% | -$18.2K | 0.06% | 330 |
|
|
2023
Q2 | $236K | Buy |
2,022
+260
| +15% | +$30.3K | 0.04% | 391 |
|
|
2023
Q1 | $238K | Buy |
+1,762
| New | +$238K | 0.05% | 386 |
|
|
2022
Q3 | – | Sell |
-657
| Closed | -$54K | – | 1349 |
|
|
2022
Q2 | $54K | Buy |
657
+50
| +8% | +$4.11K | 0.01% | 708 |
|
|
2022
Q1 | $52K | Sell |
607
-6,506
| -91% | -$557K | 0.01% | 763 |
|
|
2021
Q4 | $455K | Buy |
7,113
+2,596
| +57% | +$166K | 0.08% | 262 |
|
|
2021
Q3 | $279K | Buy |
4,517
+3,030
| +204% | +$187K | 0.05% | 359 |
|
|
2021
Q2 | $90K | Sell |
1,487
-413
| -22% | -$25K | 0.02% | 665 |
|
|
2021
Q1 | $102K | Buy |
1,900
+220
| +13% | +$11.8K | 0.02% | 552 |
|
|
2020
Q4 | $69K | Buy |
1,680
+1,500
| +833% | +$61.6K | 0.02% | 595 |
|
|
2020
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q2 | $7K | Sell |
180
-19
| -10% | -$739 | ﹤0.01% | 1089 |
|
|
2020
Q1 | $5K | Hold |
199
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q4 | $12K | Hold |
199
| – | – | ﹤0.01% | 798 |
|
|
2019
Q3 | $12K | Buy |
199
+171
| +611% | +$10.3K | 0.01% | 768 |
|
|
2019
Q2 | $2K | Sell |
28
-100
| -78% | -$7.14K | ﹤0.01% | 1133 |
|
|
2019
Q1 | $8K | Buy |
128
+95
| +288% | +$5.94K | ﹤0.01% | 751 |
|
|
2018
Q4 | $2K | Sell |
33
-32
| -49% | -$1.94K | ﹤0.01% | 843 |
|
|
2018
Q3 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 746 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$7K | – | 800 |
|
|
2018
Q1 | $7K | Buy |
+100
| New | +$7K | 0.01% | 661 |
|
|
2017
Q3 | – | Sell |
-105
| Closed | -$6K | – | 941 |
|
|
2017
Q2 | $6K | Buy |
105
+1
| +1% | +$57 | 0.01% | 646 |
|
|
2017
Q1 | $5K | Buy |
104
+1
| +1% | +$48 | 0.01% | 629 |
|
|
2016
Q4 | $5K | Buy |
+103
| New | +$5K | 0.01% | 572 |
|