PHX
Stifel Financial’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,417
| Closed | -$160K | – | 3561 |
|
|
2025
Q1 | $160K | Sell |
40,417
-3,883
| -9% | -$15.3K | ﹤0.01% | 3225 |
|
|
2024
Q4 | $177K | Sell |
44,300
-2,750
| -6% | -$11K | ﹤0.01% | 3176 |
|
|
2024
Q3 | $159K | Sell |
47,050
-30,500
| -39% | -$103K | ﹤0.01% | 3179 |
|
|
2024
Q2 | $253K | Sell |
77,550
-29,479
| -28% | -$96.1K | ﹤0.01% | 3000 |
|
|
2024
Q1 | $365K | Sell |
107,029
-7,000
| -6% | -$23.9K | ﹤0.01% | 2791 |
|
|
2023
Q4 | $367K | Buy |
114,029
+750
| +0.7% | +$2.42K | ﹤0.01% | 2731 |
|
|
2023
Q3 | $412K | Hold |
113,279
| – | – | ﹤0.01% | 2599 |
|
|
2023
Q2 | $353K | Buy |
113,279
+5,000
| +5% | +$15.6K | ﹤0.01% | 2732 |
|
|
2023
Q1 | $284K | Buy |
108,279
+75,300
| +228% | +$197K | ﹤0.01% | 2849 |
|
|
2022
Q4 | $128K | Sell |
32,979
-2,750
| -8% | -$10.7K | ﹤0.01% | 3094 |
|
|
2022
Q3 | $116K | Buy |
35,729
+3,250
| +10% | +$10.6K | ﹤0.01% | 3086 |
|
|
2022
Q2 | $99K | Buy |
32,479
+4,000
| +14% | +$12.2K | ﹤0.01% | 3154 |
|
|
2022
Q1 | $87K | Hold |
28,479
| – | – | ﹤0.01% | 3267 |
|
|
2021
Q4 | $62K | Buy |
28,479
+16,479
| +137% | +$35.9K | ﹤0.01% | 3296 |
|
|
2021
Q3 | $37K | Buy |
+12,000
| New | +$37K | ﹤0.01% | 3287 |
|