Stifel Financial’s NXG Cushing Midstream Energy Fund SRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
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|
2025
Q1 | $843K | Sell |
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|
2024
Q4 | $900K | Buy |
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|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $569K | Sell |
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|
2019
Q3 | $557K | Sell |
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|
2019
Q2 | $652K | Sell |
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|
2019
Q1 | $908K | Sell |
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|
2018
Q4 | $751K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $263K | Sell |
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|
2015
Q2 | $562K | Buy |
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|
2015
Q1 | $520K | Buy |
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