Steward Partners Investment Advisory’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-68
| Closed | -$559 | – | 4228 |
|
|
2025
Q1 | $559 | Hold |
68
| – | – | ﹤0.01% | 3850 |
|
|
2024
Q4 | $562 | Buy |
+68
| New | +$562 | ﹤0.01% | 3837 |
|
|
2020
Q2 | – | Sell |
-1,106
| Closed | -$2K | – | 2730 |
|
|
2020
Q1 | $2K | Sell |
1,106
-2,032
| -65% | -$3.68K | ﹤0.01% | 2309 |
|
|
2019
Q4 | $32K | Buy |
3,138
+1,955
| +165% | +$19.9K | ﹤0.01% | 1588 |
|
|
2019
Q3 | $10K | Sell |
1,183
-7
| -0.6% | -$59 | ﹤0.01% | 1999 |
|
|
2019
Q2 | $13K | Sell |
1,190
-12,740
| -91% | -$139K | ﹤0.01% | 1877 |
|
|
2019
Q1 | $195K | Buy |
13,930
+3,639
| +35% | +$50.9K | 0.01% | 744 |
|
|
2018
Q4 | $106K | Buy |
+10,291
| New | +$106K | 0.01% | 745 |
|
|
2018
Q3 | – | Sell |
-1,267
| Closed | -$23K | – | 2678 |
|
|
2018
Q2 | $23K | Buy |
1,267
+1,142
| +914% | +$20.7K | ﹤0.01% | 1412 |
|
|
2018
Q1 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 2026 |
|