PFG Investments’s PHX Minerals PHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,499
Closed -$96.8K 1111
2025
Q1
$96.8K Buy
24,499
+239
+1% +$944 0.01% 937
2024
Q4
$97K Sell
24,260
-622
-2% -$2.49K 0.01% 952
2024
Q3
$84.1K Buy
24,882
+292
+1% +$987 0.01% 952
2024
Q2
$80.2K Buy
24,590
+439
+2% +$1.43K 0.01% 883
2024
Q1
$82.4K Buy
+24,151
New +$82.4K 0.01% 976