Captrust Financial Advisors PHILLIPS 66 PARTNERS LP COM UNIT REP INT Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022
SELL
N/A
-2,708 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
50 Added 1.88%
2,708 $98,000
Q3 2021

Nov 16, 2021
SELL
N/A
-6,500 Reduced 70.98%
2,658 $95,000
Q2 2021

Aug 16, 2021
BUY
N/A
6,500 Added 244.54%
9,158 $361,000
Q4 2020

Feb 16, 2021
SELL
N/A
-710 Reduced 21.08%
2,658 $70,000
Q3 2020

Nov 17, 2020
SELL
N/A
-537 Reduced 13.75%
3,368 $77,000
Q2 2020

Aug 14, 2020
SELL
N/A
-2,290 Reduced 36.97%
3,905 $139,000
Q1 2020

May 15, 2020
SELL
N/A
-4,160 Reduced 40.17%
6,195 $224,000
Q4 2019

Feb 14, 2020
BUY
N/A
2,930 Added 39.46%
10,355 $637,000
Q3 2019

Nov 14, 2019
BUY
N/A
1,565 Added 26.71%
7,425 $420,000
Q2 2019

Aug 13, 2019
SELL
N/A
-10,355 Reduced 63.86%
5,860 $289,000
Q1 2019

May 15, 2019
BUY
N/A
15,175 Added 1459.13%
16,215 $849,000
Q3 2018

Nov 15, 2018
SELL
N/A
-720 Reduced 40.91%
1,040 $53,000
Q2 2018

Aug 13, 2018
BUY
N/A
480 Added 37.5%
1,760 $90,000
Q1 2018

May 15, 2018
SELL
N/A
-1,760 Reduced 57.89%
1,280 $61,000
Q4 2017

Feb 14, 2018
BUY
N/A
3,040
3,040 $159,000
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