Stifel Financial’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,650
| Closed | -$175K | – | 3403 |
|
2022
Q3 | $175K | Hold |
10,650
| – | – | ﹤0.01% | 2990 |
|
2022
Q2 | $171K | Buy |
+10,650
| New | +$171K | ﹤0.01% | 3052 |
|
2017
Q2 | – | Sell |
-9,221
| Closed | -$329K | – | 2638 |
|
2017
Q1 | $329K | Buy |
+9,221
| New | +$329K | ﹤0.01% | 2046 |
|
2016
Q4 | – | Sell |
-8,800
| Closed | -$299K | – | 2569 |
|
2016
Q3 | $299K | Buy |
+8,800
| New | +$299K | ﹤0.01% | 1989 |
|
2016
Q2 | – | Sell |
-7,144
| Closed | -$242K | – | 2577 |
|
2016
Q1 | $242K | Hold |
7,144
| – | – | ﹤0.01% | 1924 |
|
2015
Q4 | $223K | Buy |
+7,144
| New | +$223K | ﹤0.01% | 2063 |
|