United Capital Financial Advisors’s Murphy USA MUSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-687
| Closed | -$214K | – | 881 |
|
2023
Q2 | $214K | Sell |
687
-489
| -42% | -$152K | ﹤0.01% | 837 |
|
2023
Q1 | $303K | Buy |
1,176
+8
| +0.7% | +$2.06K | ﹤0.01% | 820 |
|
2022
Q4 | $327K | Sell |
1,168
-493
| -30% | -$138K | ﹤0.01% | 861 |
|
2022
Q3 | $457K | Sell |
1,661
-972
| -37% | -$267K | ﹤0.01% | 781 |
|
2022
Q2 | $613K | Buy |
2,633
+20
| +0.8% | +$4.66K | ﹤0.01% | 746 |
|
2022
Q1 | $522K | Buy |
2,613
+4
| +0.2% | +$799 | ﹤0.01% | 823 |
|
2021
Q4 | $520K | Hold |
2,609
| – | – | ﹤0.01% | 844 |
|
2021
Q3 | $436K | Sell |
2,609
-54
| -2% | -$9.02K | ﹤0.01% | 894 |
|
2021
Q2 | $355K | Hold |
2,663
| – | – | ﹤0.01% | 968 |
|
2021
Q1 | $385K | Hold |
2,663
| – | – | ﹤0.01% | 919 |
|
2020
Q4 | $349K | Buy |
+2,663
| New | +$349K | ﹤0.01% | 943 |
|
2015
Q4 | – | Sell |
-4,435
| Closed | -$244K | – | 1263 |
|
2015
Q3 | $244K | Buy |
4,435
+669
| +18% | +$36.8K | ﹤0.01% | 1107 |
|
2015
Q2 | $210K | Sell |
3,766
-2,147
| -36% | -$120K | ﹤0.01% | 1172 |
|
2015
Q1 | $386K | Sell |
5,913
-788
| -12% | -$51.4K | ﹤0.01% | 1000 |
|
2014
Q4 | $461K | Buy |
6,701
+2,308
| +53% | +$159K | 0.01% | 847 |
|
2014
Q3 | $233K | Buy |
+4,393
| New | +$233K | ﹤0.01% | 996 |
|