Sargent Bickham Lagudis’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $85.7K | Hold |
823
| – | – | 0.01% | 361 |
|
|
2022
Q3 | $66K | Sell |
823
-292
| -26% | -$23.4K | 0.01% | 370 |
|
|
2022
Q2 | $92K | Buy |
1,115
+292
| +35% | +$24.1K | 0.01% | 336 |
|
|
2022
Q1 | $71K | Sell |
823
-39
| -5% | -$3.37K | 0.01% | 387 |
|
|
2021
Q4 | $62K | Sell |
862
-2,500
| -74% | -$180K | ﹤0.01% | 416 |
|
|
2021
Q3 | $235K | Sell |
3,362
-219
| -6% | -$15.3K | 0.02% | 232 |
|
|
2021
Q2 | $307K | Buy |
3,581
+124
| +4% | +$10.6K | 0.03% | 210 |
|
|
2021
Q1 | $282K | Buy |
3,457
+550
| +19% | +$44.9K | 0.02% | 206 |
|
|
2020
Q4 | $203K | Buy |
2,907
+48
| +2% | +$3.35K | 0.02% | 234 |
|
|
2020
Q3 | $148K | Hold |
2,859
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $206K | Sell |
2,859
-149
| -5% | -$10.7K | 0.02% | 202 |
|
|
2020
Q1 | $161K | Buy |
3,008
+2,201
| +273% | +$118K | 0.02% | 210 |
|
|
2019
Q4 | $90K | Buy |
807
+210
| +35% | +$23.4K | 0.01% | 292 |
|
|
2019
Q3 | $61K | Sell |
597
-1,739
| -74% | -$178K | 0.01% | 320 |
|
|
2019
Q2 | $218K | Buy |
2,336
+141
| +6% | +$13.2K | 0.03% | 194 |
|
|
2019
Q1 | $209K | Hold |
2,195
| – | – | 0.02% | 203 |
|
|
2018
Q4 | $189K | Hold |
2,195
| – | – | 0.02% | 199 |
|
|
2018
Q3 | $247K | Buy |
2,195
+1
| +0% | +$113 | 0.03% | 189 |
|
|
2018
Q2 | $246K | Hold |
2,194
| – | – | 0.03% | 181 |
|
|
2018
Q1 | $210K | Sell |
2,194
-27
| -1% | -$2.58K | 0.03% | 202 |
|
|
2017
Q4 | $225K | Sell |
2,221
-69
| -3% | -$6.99K | 0.03% | 203 |
|
|
2017
Q3 | $210K | Sell |
2,290
-118
| -5% | -$10.8K | 0.03% | 213 |
|
|
2017
Q2 | $199K | Buy |
2,408
+27
| +1% | +$2.23K | 0.03% | 205 |
|
|
2017
Q1 | $189K | Buy |
2,381
+42
| +2% | +$3.33K | 0.02% | 213 |
|
|
2016
Q4 | $202K | Buy |
2,339
+250
| +12% | +$21.6K | 0.03% | 201 |
|
|
2016
Q3 | $168 | Buy |
2,089
+195
| +10% | +$16 | 0.03% | 215 |
|
|
2016
Q2 | $150K | Buy |
1,894
+55
| +3% | +$4.36K | 0.02% | 235 |
|
|
2016
Q1 | $159K | Buy |
+1,839
| New | +$159K | 0.03% | 232 |
|