Symphony Financial’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
+68,446
| New | +$396K | 0.05% | 177 |
|
|
2025
Q1 | – | Sell |
-65,976
| Closed | -$474K | – | 170 |
|
|
2024
Q4 | $474K | Sell |
65,976
-3,384
| -5% | -$24.3K | 0.07% | 139 |
|
|
2024
Q3 | $652K | Buy |
69,360
+1,302
| +2% | +$12.2K | 0.11% | 123 |
|
|
2024
Q2 | $630K | Buy |
68,058
+955
| +1% | +$8.83K | 0.12% | 121 |
|
|
2024
Q1 | $717K | Buy |
67,103
+1,066
| +2% | +$11.4K | 0.17% | 104 |
|
|
2023
Q4 | $768K | Sell |
66,037
-2,429
| -4% | -$28.2K | 0.17% | 106 |
|
|
2023
Q3 | $924K | Buy |
68,466
+429
| +0.6% | +$5.79K | 0.23% | 78 |
|
|
2023
Q2 | $870K | Sell |
68,037
-10,349
| -13% | -$132K | 0.21% | 92 |
|
|
2023
Q1 | $912K | Buy |
78,386
+37
| +0% | +$431 | 0.24% | 85 |
|
|
2022
Q4 | $1.14M | Sell |
78,349
-504
| -0.6% | -$7.33K | 0.3% | 66 |
|
|
2022
Q3 | $954K | Buy |
78,853
+1,692
| +2% | +$20.5K | 0.31% | 74 |
|
|
2022
Q2 | $904K | Buy |
77,161
+881
| +1% | +$10.3K | 0.27% | 78 |
|
|
2022
Q1 | $882K | Buy |
76,280
+7,784
| +11% | +$90K | 0.21% | 93 |
|
|
2021
Q4 | $604K | Buy |
68,496
+127
| +0.2% | +$1.12K | 0.17% | 105 |
|
|
2021
Q3 | $569K | Buy |
68,369
+1,653
| +2% | +$13.8K | 0.2% | 86 |
|
|
2021
Q2 | $567K | Sell |
66,716
-16,560
| -20% | -$141K | 0.19% | 91 |
|
|
2021
Q1 | $433K | Buy |
83,276
+13,663
| +20% | +$71K | 0.11% | 122 |
|
|
2020
Q4 | $219K | Buy |
69,613
+7,321
| +12% | +$23K | 0.08% | 148 |
|
|
2020
Q3 | $142K | Sell |
62,292
-13,242
| -18% | -$30.2K | 0.06% | 133 |
|
|
2020
Q2 | $316K | Buy |
75,534
+13,129
| +21% | +$54.9K | 0.15% | 104 |
|
|
2020
Q1 | $151K | Buy |
+62,405
| New | +$151K | 0.1% | 92 |
|