Renasant Bank’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,504
| Closed | -$409K | – | 194 |
|
|
2024
Q1 | $409K | Sell |
2,504
-12
| -0.5% | -$1.96K | 0.29% | 108 |
|
|
2023
Q4 | $335K | Buy |
2,516
+118
| +5% | +$15.7K | 0.27% | 118 |
|
|
2023
Q3 | $288K | Buy |
+2,398
| New | +$288K | 0.24% | 129 |
|
|
2023
Q2 | – | Sell |
-2,443
| Closed | -$248K | – | 192 |
|
|
2023
Q1 | $248K | Sell |
2,443
-281
| -10% | -$28.5K | 0.19% | 159 |
|
|
2022
Q4 | $284K | Buy |
+2,724
| New | +$284K | 0.21% | 146 |
|