Symphony Financial’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Buy |
|
|||||
|
2025
Q2 | $396K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $474K | Sell |
|
|||||
|
2024
Q3 | $652K | Buy |
|
|||||
|
2024
Q2 | $630K | Buy |
|
|||||
|
2024
Q1 | $717K | Buy |
|
|||||
|
2023
Q4 | $768K | Sell |
|
|||||
|
2023
Q3 | $924K | Buy |
|
|||||
|
2023
Q2 | $870K | Sell |
|
|||||
|
2023
Q1 | $912K | Buy |
|
|||||
|
2022
Q4 | $1.14M | Sell |
|
|||||
|
2022
Q3 | $954K | Buy |
|
|||||
|
2022
Q2 | $904K | Buy |
|
|||||
|
2022
Q1 | $882K | Buy |
|
|||||
|
2021
Q4 | $604K | Buy |
|
|||||
|
2021
Q3 | $569K | Buy |
|
|||||
|
2021
Q2 | $567K | Sell |
|
|||||
|
2021
Q1 | $433K | Buy |
|
|||||
|
2020
Q4 | $219K | Buy |
|
|||||
|
2020
Q3 | $142K | Sell |
|
|||||
|
2020
Q2 | $316K | Buy |
|
|||||
|
2020
Q1 | $151K | Buy |
|