Stifel Financial’s PHX Minerals PHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$160K Sell
2024
Q4
$177K Sell
2024
Q3
$159K Sell
2024
Q2
$253K Sell
2024
Q1
$365K Sell
2023
Q4
$367K Buy
2023
Q3
$412K Hold
2023
Q2
$353K Buy
2023
Q1
$284K Buy
2022
Q4
$128K Sell
2022
Q3
$116K Buy
2022
Q2
$99K Buy
2022
Q1
$87K Hold
2021
Q4
$62K Buy
2021
Q3
$37K Buy