Wellspring Financial Advisors’s Sable Offshore Corp SOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,400
| Closed | -$240K | – | 137 |
|
|
2022
Q3 | $240K | Hold |
24,400
| – | – | 0.09% | 72 |
|
|
2022
Q2 | $239K | Hold |
24,400
| – | – | 0.08% | 75 |
|
|
2022
Q1 | $238K | Hold |
24,400
| – | – | 0.07% | 84 |
|
|
2021
Q4 | $237K | Hold |
24,400
| – | – | 0.07% | 86 |
|
|
2021
Q3 | $237K | Buy |
+24,400
| New | +$237K | 0.07% | 87 |
|