PHILLIPS FINANCIAL MANAGEMENT, LLC – Transaction History

PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:

23.00M
portfolio value

PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:

-2.98%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +0.79% 3.74K shares -521K 475.97K
Q2 2022 share Decrease -14.71% -81.41K shares -5.33M 472.22K
Q1 2022 share Increase +3.13% 16.79K shares -413K 553.64K
Q4 2021 share Increase +6.92% 34.73K shares 1.64M 536.84K
Q3 2021 share Increase +9.49% 43.52K shares 2.35M 502.10K
Q2 2021 share Increase +11.23% 46.29K shares 2.65M 458.57K
Q1 2021 share Increase +10.41% 38.88K shares 1.62M 412.28K
Q4 2020 share Increase +13.40% 44.13K shares 2.66M 373.40K
Q3 2020 share Increase +10.05% 30.07K shares 1.66M 329.26K
Q2 2020 share Increase +0.68% 2.01K shares 475K 299.19K
Q1 2020 share Increase +0.90% 2.64K shares 46K 297.18K
Q4 2019 share Increase +11.55% 30.49K shares 1.40M 294.53K
Q3 2019 share Increase +24.12% 51.31K shares 3.15M 264.04K
Q2 2019 share Increase +11.65% 22.19K shares 1.44M 212.72K
Q1 2019 share Increase +11.09% 19.02K shares 1.17M 190.53K
Q4 2018 share Increase +11.69% 17.95K shares 964K 171.51K
Q3 2018 share Increase +12.26% 16.76K shares 786K 153.56K
Q2 2018 share Increase +12.51% 15.20K shares 806K 136.79K
Q1 2018 share Increase +10.62% 11.67K shares 658K 121.58K
Q4 2017 share Increase +10.57% 10.50K shares 601K 109.91K
Q3 2017 share Increase +11.98% 10.63K shares 553K 99.40K
Q2 2017 share Increase +24.80% 17.64K shares 886K 88.77K
Q1 2017 share Increase +32.46% 17.43K shares 926K 71.13K
Q4 2016 share Increase +33.46% 13.46K shares 647K 53.7K
Q3 2016 share Increase +115.25% 21.54K shares 1.13M 40.23K
Q2 2016 share Increase 0.00% 18.69K shares 994K 18.69K