Spirit of America Management Corp’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $866K | Buy |
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|
2023
Q2 | $692K | Hold |
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|
2023
Q1 | $650K | Hold |
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|
2022
Q4 | $678K | Hold |
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|
2022
Q3 | $614K | Hold |
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|
2022
Q2 | $600K | Hold |
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|
2022
Q1 | $662K | Buy |
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|
2021
Q4 | $584K | Hold |
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|
2021
Q3 | $649K | Hold |
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|
2021
Q2 | $802K | Hold |
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|
2021
Q1 | $677K | Hold |
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|
2020
Q4 | $503K | Hold |
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|
2020
Q3 | $430K | Hold |
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|
2020
Q2 | $517K | Sell |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $2.05M | Sell |
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|
2019
Q3 | $3.4M | Sell |
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|
2019
Q2 | $3.9M | Hold |
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|
2019
Q1 | $3.83M | Hold |
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|
2018
Q4 | $4.05M | Sell |
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|
2018
Q3 | $13.2M | Sell |
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|
2018
Q2 | $12M | Sell |
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|
2018
Q1 | $12.6M | Hold |
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|
2017
Q4 | $14.8M | Hold |
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|
2017
Q3 | $15.3M | Sell |
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|
2017
Q2 | $14.9M | Buy |
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|
2017
Q1 | $13.8M | Buy |
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|
2016
Q4 | $8.34M | Hold |
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|
2016
Q3 | $8.83M | Buy |
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|
2016
Q2 | $8.78M | Buy |
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|
2016
Q1 | $5.99M | Buy |
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|
2015
Q4 | $47K | Buy |
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