Punch & Associates Investment Management’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $6.25M | Sell |
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|
2024
Q4 | $9.78M | Sell |
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|
2024
Q3 | $8.62M | Sell |
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|
2024
Q2 | $8.89M | Hold |
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|
2024
Q1 | $9.3M | Sell |
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|
2023
Q4 | $8.84M | Buy |
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|
2023
Q3 | $4.23M | Buy |
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|
2023
Q2 | $3.1M | Buy |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $148K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.8M | Sell |
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|
2019
Q3 | $3.11M | Hold |
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|
2019
Q2 | $2.9M | Hold |
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|
2019
Q1 | $3.5M | Buy |
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|
2018
Q4 | $3.19M | Hold |
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|
2018
Q3 | $3.79M | Buy |
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|
2018
Q2 | $3.51M | Buy |
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|
2018
Q1 | $2.84M | Buy |
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|
2017
Q4 | $2.65M | Buy |
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|
2017
Q3 | $2.85M | Hold |
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|
2017
Q2 | $2.77M | Buy |
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|
2017
Q1 | $2.27M | Buy |
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|
2016
Q4 | $2.33M | Sell |
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|
2016
Q3 | $1.81M | Buy |
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|
2016
Q2 | $1.26M | Buy |
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