Virginia Foxx: Stock Portfolio, Performance and Latest Trades

U.S. Representative, NC-5
R Republican
Trades disclosed739
Bought / sold620 / 117
Est. volume$18.3M
Typical delay22 days
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Virginia Foxx's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
SNAXXSchwab Value Advantage Money Fund Ultra Shares | 26.2% | $1.00 | +0.0% | $1.00 |
SWGXXSchwab Government Money Fund - Sweep Shares | 13.1% | $1.00 | +0.0% | $1.00 |
VTVVanguard Value ETF | 7.09% | $188.14 | +16.0% | $218.21 |
SCHXSchwab U.S. Large-Cap ETF | 7.01% | $26.69 | +14.6% | $30.60 |
VEAVanguard FTSE Developed Markets ETF | 6.94% | $61.88 | +13.5% | $70.26 |
BNDVanguard Total Bond Market ETF | 5.96% | $71.86 | −2.6% | $70.00 |
RSPTInvesco S&P 500 Equal Weight Technology ETF | 3.97% | $45.42 | +51.4% | $68.77 |
XLKState Street Technology Select Sector SPDR ETF | 3.68% | $143.45 | +40.4% | $201.39 |
QQQInvesco QQQ Trust, Series 1 | 3.24% | $612.23 | +23.8% | $757.73 |
SCHBSchwab U.S. Broad Market ETF | 3.01% | $26.02 | +14.7% | $29.85 |
VTIVanguard Total Stock Market ETF | 3.00% | $332.42 | +14.6% | $381.03 |
PIMIXPIMCO Income Fund Insti Class | 2.55% | $10.60 | −2.8% | $10.30 |
SCHISchwab 5-10 Year Corporate Bond ETF | 2.54% | $22.11 | −3.1% | $21.43 |
DODIXDodge & Cox Income Fund - Class I | 2.53% | $12.43 | −3.3% | $12.02 |
BOATSonicShares Global Shipping ETF | 1.95% | $30.43 | +71.7% | $52.25 |
ABBVAbbVie Inc. | 1.38% | $223.21 | +21.6% | $271.36 |
XLIState Street Industrial Select Sector SPDR ETF | 1.24% | $153.89 | +9.1% | $167.84 |
FMATFidelity MSCI Materials Index ETF | 1.21% | $52.55 | +6.6% | $56.04 |
FCOMFidelity MSCI Communication Services Index ETF | 1.13% | $72.74 | −0.2% | $72.56 |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | 0.64% | $22.50 | +9.3% | $24.60 |
AMGNAmgen Inc. | 0.36% | $320.75 | +28.8% | $413.08 |
JNJJohnson & Johnson | 0.35% | $203.67 | +26.9% | $258.45 |
AEPAmerican Electric Power Company, Inc. | 0.30% | $112.72 | +8.3% | $122.08 |
XLPState Street Consumer Staples Select Sector SPDR ETF | 0.30% | $76.21 | +7.2% | $81.70 |
DUKDuke Energy Corporation | 0.28% | $114.22 | +1.1% | $115.50 |
ETEnergy Transfer LP Common Units | 0.02% | $15.65 | +30.9% | $20.48 |
Virginia Foxx's buys and sells
Dec 18, 2017 to Jun 30, 2026, 57 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Bought | $1K–$15K | Jun 30, 2026 | Jul 10, 202610 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Sold part | $15K–$50K | Jun 18, 2026 | Jul 10, 202622 days later |
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Sold part | $15K–$50K | Jun 18, 2026 | Jul 10, 202622 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | May 15, 2026 | Jun 2, 202618 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Feb 13, 2026 | Mar 2, 202617 days later |
HTGCHercules Capital, Inc. | Sold | $50K–$100K | Jan 12, 2026 | Feb 6, 202625 days later |
PSAPublic Storage | Sold | $1K–$15K | Jan 12, 2026 | Feb 6, 202625 days later |
EFCEllington Financial Inc. | Bought | $1K–$15K | Dec 30, 2025 | Jan 5, 20266 days later |
HTGCHercules Capital, Inc. | Bought | $1K–$15K | Nov 19, 2025 | Dec 1, 202512 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Nov 17, 2025 | Dec 1, 202514 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Nov 14, 2025 | Dec 1, 202517 days later |
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Bought | $1K–$15K | Sep 30, 2025 | Oct 6, 20256 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Sold part | $1K–$15K | Sep 25, 2025 | Oct 6, 202511 days later |
HTGCHercules Capital, Inc. | Sold part | $15K–$50K | Sep 25, 2025 | Oct 6, 202511 days later |
HTGCHercules Capital, Inc. | Bought | $1K–$15K | Aug 19, 2025 | Sep 8, 202520 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Aug 14, 2025 | Sep 8, 202525 days later |
EFCEllington Financial Inc. | Bought | $1K–$15K | Jun 30, 2025 | Jul 3, 20253 days later |
BMYBristol-Myers Squibb Company | Sold | $1K–$15K | Jun 24, 2025 | Jul 3, 20259 days later |
ETEnergy Transfer LP Common Units | Sold part | $15K–$50K | Jun 24, 2025 | Jul 3, 20259 days later |
HTGCHercules Capital, Inc. | Bought | $1K–$15K | May 20, 2025 | Jun 3, 202514 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | May 15, 2025 | Jun 3, 202519 days later |
EFCEllington Financial Inc. | Bought | $1K–$15K | Mar 31, 2025 | Apr 4, 20254 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Sold part | $15K–$50K | Mar 7, 2025 | Apr 4, 202528 days later |
ETEnergy Transfer LP Common Units | Sold part | $50K–$100K | Mar 7, 2025 | Apr 4, 202528 days later |
FLNGFLEX LNG Ltd. Ordinary Shares | Sold | $15K–$50K | Mar 7, 2025 | Apr 4, 202528 days later |
PBAPembina Pipeline Corp. Ordinary Shares | Sold | $50K–$100K | Mar 7, 2025 | Apr 4, 202528 days later |
HTGCHercules Capital, Inc. | Bought | $1K–$15K | Mar 5, 2025 | Apr 4, 202530 days later |
ETEnergy Transfer LP Common Units | Bought | $1K–$15K | Feb 19, 2025 | Mar 3, 202512 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Feb 14, 2025 | Mar 3, 202517 days later |
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Bought | $1K–$15K | Dec 30, 2024 | Jan 6, 20257 days later |
ABBVAbbVie Inc. | Bought | $1K–$15K | Dec 6, 2024 | Jan 6, 202531 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Sold part | $15K–$50K | Dec 6, 2024 | Jan 6, 202531 days later |
AEPAmerican Electric Power Company, Inc. | Bought | $1K–$15K | Dec 6, 2024 | Jan 6, 202531 days later |
AMGNAmgen Inc. | Bought | $1K–$15K | Dec 6, 2024 | Jan 6, 202531 days later |
ASCArdmore Shipping Corporation | Sold part | $15K–$50K | Dec 6, 2024 | Jan 6, 202531 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sold | $50K–$100K | Dec 6, 2024 | Jan 6, 202531 days later |
BMYBristol-Myers Squibb Company | Bought | $1K–$15K | Dec 6, 2024 | Jan 6, 202531 days later |
DUKDuke Energy Corporation | Bought | $1K–$15K | Dec 6, 2024 | Jan 6, 202531 days later |
ETEnergy Transfer LP Common Units | Sold part | $15K–$50K | Dec 6, 2024 | Jan 6, 202531 days later |
FLNGFLEX LNG Ltd. Ordinary Shares | Sold part | $15K–$50K | Dec 6, 2024 | Jan 6, 202531 days later |
JNJJohnson & Johnson | Bought | $1K–$15K | Dec 6, 2024 | Jan 6, 202531 days later |
PBAPembina Pipeline Corp. Ordinary Shares | Sold part | $50K–$100K | Dec 6, 2024 | Jan 6, 202531 days later |
PSAPublic Storage | Bought | $1K–$15K | Dec 6, 2024 | Jan 6, 202531 days later |
VIASPVia Renewables, Inc. 8.75% Series A Fixed-to-Floating Rate … | Sold | $50K–$100K | Dec 6, 2024 | Jan 6, 202531 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Nov 20, 2024 | Dec 11, 202421 days later |
ETJointEnergy Transfer LP Common Units | Bought | $1K–$15K | Nov 19, 2024 | Dec 11, 202422 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Nov 14, 2024 | Dec 11, 202427 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)Joint | Bought | $1K–$15K | Nov 1, 2024 | Dec 11, 202440 days later |
HTGCJointHercules Capital, Inc. | Bought | $15K–$50K | Oct 23, 2024 | Nov 12, 202420 days later |
EFCEllington Financial Inc. | Bought | $1K–$15K | Sep 30, 2024 | Oct 21, 202421 days later |
HTGCHercules Capital, Inc. | Bought | $1K–$15K | Aug 20, 2024 | Sep 4, 202415 days later |
ETEnergy Transfer LP Common Units | Bought | $1K–$15K | Aug 19, 2024 | Sep 4, 202416 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Aug 14, 2024 | Sep 4, 202421 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Bought | $1K–$15K | Aug 1, 2024 | Sep 4, 202434 days later |
ASCArdmore Shipping Corporation | Bought | $1K–$15K | Jul 11, 2024 | Aug 6, 202426 days later |
ASCArdmore Shipping Corporation | Bought | $1K–$15K | Jul 9, 2024 | Aug 6, 202428 days later |
ASCArdmore Shipping Corporation | Bought | $1K–$15K | Jul 8, 2024 | Aug 6, 202429 days later |
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
HTGCHercules Capital, Inc. | Bought | $1K–$15K | May 21, 2024 | Jun 6, 202416 days later |
ETEnergy Transfer LP Common Units | Bought | $1K–$15K | May 20, 2024 | Jun 6, 202417 days later |
ARLPAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | May 15, 2024 | Jun 6, 202422 days later |
ETEnergy Transfer LP Common Units | Bought | $1K–$15K | May 2, 2024 | Jun 6, 202435 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Bought | $1K–$15K | May 1, 2024 | Jun 6, 202436 days later |
ETEnergy Transfer LP Common Units | Bought | $1K–$15K | May 1, 2024 | Jun 6, 202436 days later |
ETEnergy Transfer LP Common Units | Bought | $1K–$15K | Apr 30, 2024 | May 6, 20246 days later |
HTGCHercules Capital, Inc. | Bought | $1K–$15K | Apr 16, 2024 | May 6, 202420 days later |
ASCArdmore Shipping Corporation | Bought | $1K–$15K | Apr 9, 2024 | May 6, 202427 days later |
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Bought | $1K–$15K | Apr 2, 2024 | May 6, 202434 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Mar 7, 2024 | Apr 10, 202434 days later |
ASCJointArdmore Shipping Corporation | Bought | $1K–$15K | Mar 6, 2024 | Apr 10, 202435 days later |
ASCJointArdmore Shipping Corporation | Bought | $1K–$15K | Mar 4, 2024 | Apr 10, 202437 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Sold | $50K–$100K | Feb 28, 2024 | Mar 7, 20248 days later |
ASCJointArdmore Shipping Corporation | Bought | $1K–$15K | Feb 27, 2024 | Mar 7, 20249 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Feb 26, 2024 | Mar 7, 202410 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Feb 26, 2024 | Mar 7, 202410 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Feb 23, 2024 | Mar 7, 202413 days later |
ASCJointArdmore Shipping Corporation | Bought | $1K–$15K | Feb 23, 2024 | Mar 7, 202413 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Feb 23, 2024 | Mar 7, 202413 days later |
ETJointEnergy Transfer LP Common Units | Bought | $1K–$15K | Feb 21, 2024 | Mar 7, 202415 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Feb 15, 2024 | Mar 7, 202421 days later |
ASCJointArdmore Shipping Corporation | Bought | $1K–$15K | Feb 15, 2024 | Mar 7, 202421 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Feb 9, 2024 | Mar 7, 202427 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Feb 7, 2024 | Mar 7, 202429 days later |
ASCJointArdmore Shipping Corporation | Bought | $1K–$15K | Feb 5, 2024 | Mar 7, 202431 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)Joint | Bought | $1K–$15K | Feb 2, 2024 | Mar 7, 202434 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Feb 2, 2024 | Mar 7, 202434 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Feb 1, 2024 | Mar 7, 202435 days later |
ETJointEnergy Transfer LP Common Units | Bought | $1K–$15K | Jan 18, 2024 | Feb 5, 202418 days later |
CRTJointCross Timbers Royalty Trust | Sold | $15K–$50K | Jan 17, 2024 | Feb 5, 202419 days later |
ETJointEnergy Transfer LP Common Units | Bought | $1K–$15K | Jan 17, 2024 | Feb 5, 202419 days later |
SCHXJointSchwab U.S. Large-Cap ETF | Bought | $1K–$15K | Jan 17, 2024 | Feb 5, 202419 days later |
MOJointAltria Group, Inc. | Sold | $1K–$15K | Jan 16, 2024 | Feb 5, 202420 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $1K–$15K | Jan 16, 2024 | Feb 5, 202420 days later |
ETJointEnergy Transfer LP Common Units | Bought | $15K–$50K | Jan 16, 2024 | Feb 5, 202420 days later |
HTGCJointHercules Capital, Inc. | Bought | $15K–$50K | Jan 16, 2024 | Feb 5, 202420 days later |
MOJointAltria Group, Inc. | Bought | $1K–$15K | Jan 11, 2024 | Feb 5, 202425 days later |
MOJointAltria Group, Inc. | Sold | $15K–$50K | Jan 10, 2024 | Feb 5, 202426 days later |
SCHXJointSchwab U.S. Large-Cap ETF | Bought | $1K–$15K | Jan 8, 2024 | Feb 5, 202428 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $1K–$15K | Dec 19, 2023 | Jan 4, 202416 days later |
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D)Joint | Exchange | $15K–$50K | Dec 14, 2023 | Jan 4, 202421 days later |
CRTJointCross Timbers Royalty Trust | Bought | $1K–$15K | Dec 8, 2023 | Jan 4, 202427 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Dec 4, 2023 | Jan 4, 202431 days later |
CRTJointCross Timbers Royalty Trust | Bought | $1K–$15K | Nov 29, 2023 | Dec 5, 20236 days later |
Arlington Asset Investment Corp 7.00% (AAIC$B)Joint | Bought | $1K–$15K | Nov 28, 2023 | Dec 5, 20237 days later |
CRTJointCross Timbers Royalty Trust | Bought | $1K–$15K | Nov 28, 2023 | Dec 5, 20237 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Nov 28, 2023 | Dec 5, 20237 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Nov 15, 2023 | Dec 5, 202320 days later |
USDPJointUSD Partners LP Common Units representing limited partner i… | Sold | $1K–$15K | Nov 10, 2023 | Dec 5, 202325 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)Joint | Bought | $1K–$15K | Nov 2, 2023 | Dec 5, 202333 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Oct 25, 2023 | Nov 7, 202313 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Oct 23, 2023 | Nov 7, 202315 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Oct 20, 2023 | Nov 7, 202318 days later |
MOJointAltria Group, Inc. | Bought | $1K–$15K | Oct 11, 2023 | Nov 7, 202327 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Oct 3, 2023 | Nov 7, 202335 days later |
PAAJointPlains All American Pipeline, L.P. Common Units representin… | Sold | $15K–$50K | Oct 3, 2023 | Nov 7, 202335 days later |
CRTJointCross Timbers Royalty Trust | Bought | $1K–$15K | Oct 2, 2023 | Nov 7, 202336 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Oct 2, 2023 | Nov 7, 202336 days later |
Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A)Joint | Sold | $15K–$50K | Sep 22, 2023 | Oct 6, 202314 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Sep 21, 2023 | Oct 6, 202315 days later |
VGRJointVector Group Ltd. | Sold | $50K–$100K | Sep 21, 2023 | Oct 6, 202315 days later |
Arlington Asset Investment Corp 7.00% (AAIC$B)Joint | Bought | $1K–$15K | Sep 19, 2023 | Oct 6, 202317 days later |
CRTJointCross Timbers Royalty Trust | Bought | $1K–$15K | Sep 19, 2023 | Oct 6, 202317 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $1K–$15K | Sep 19, 2023 | Oct 6, 202317 days later |
GPPJointGreen Plains Partners LP Common Units | Sold | $15K–$50K | Sep 18, 2023 | Oct 6, 202318 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Sep 18, 2023 | Oct 6, 202318 days later |
TAKJointTakeda Pharmaceutical Company Limited American Depositary S… | Sold | $15K–$50K | Aug 29, 2023 | Sep 5, 20237 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Aug 16, 2023 | Sep 5, 202320 days later |
TJointAT&T Inc. | Bought | $1K–$15K | Aug 2, 2023 | Sep 5, 202334 days later |
MOJointAltria Group, Inc. | Bought | $1K–$15K | Jul 11, 2023 | Jul 28, 202317 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Jun 30, 2023 | Jul 7, 20237 days later |
DUKE ENERGY C 5.75% PFD SER ABondJoint | Bought | $1K–$15K | Jun 20, 2023 | Jul 7, 202317 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Sold | $50K–$100K | May 26, 2023 | Jun 2, 20237 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | May 19, 2023 | Jun 2, 202314 days later |
CRTJointCross Timbers Royalty Trust | Bought | $1K–$15K | May 17, 2023 | Jun 2, 202316 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $1K–$15K | May 17, 2023 | Jun 2, 202316 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | May 16, 2023 | Jun 2, 202317 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | May 16, 2023 | Jun 2, 202317 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | May 10, 2023 | Jun 2, 202323 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | May 8, 2023 | Jun 2, 202325 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)Joint | Bought | $1K–$15K | May 2, 2023 | Jun 2, 202331 days later |
MOJointAltria Group, Inc. | Bought | $1K–$15K | May 1, 2023 | Jun 2, 202332 days later |
CRTJointCross Timbers Royalty Trust | Bought | $1K–$15K | May 1, 2023 | Jun 2, 202332 days later |
Arlington Asset Investment Corp 7.00% (AAIC$B)Joint | Bought | $1K–$15K | Apr 3, 2023 | May 1, 202328 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Mar 31, 2023 | Apr 4, 20234 days later |
PAAJointPlains All American Pipeline, L.P. Common Units representin… | Bought | $15K–$50K | Mar 24, 2023 | Apr 4, 202311 days later |
VIASPJointVia Renewables, Inc. 8.75% Series A Fixed-to-Floating Rate … | Bought | $1K–$15K | Mar 22, 2023 | Apr 4, 202313 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $1K–$15K | Mar 17, 2023 | Apr 4, 202318 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Mar 10, 2023 | Apr 4, 202325 days later |
SCHDJointSchwab US Dividend Equity ETF | Sold | $50K–$100K | Mar 8, 2023 | Apr 4, 202327 days later |
BCCJointBoise Cascade, L.L.C. | Sold | $15K–$50K | Mar 7, 2023 | Apr 4, 202328 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Mar 7, 2023 | Apr 4, 202328 days later |
BCCJointBoise Cascade, L.L.C. | Bought | $1K–$15K | Mar 2, 2023 | Apr 4, 202333 days later |
PFFJointiShares Preferred and Income Securities ETF | Sold | $50K–$100K | Mar 2, 2023 | Apr 4, 202333 days later |
GSKJointGSK plc American Depositary Shares | Sold | $50K–$100K | Mar 1, 2023 | Apr 4, 202334 days later |
KJointKellogg Company | Sold | $50K–$100K | Mar 1, 2023 | Apr 4, 202334 days later |
BCCJointBoise Cascade, L.L.C. | Bought | $15K–$50K | Feb 24, 2023 | Mar 3, 20237 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | Feb 24, 2023 | Mar 3, 20237 days later |
MROJointMarathon Oil Corporation | Sold | $15K–$50K | Feb 21, 2023 | Mar 3, 202310 days later |
CFJointCF Industries Holdings, Inc. | Sold | $15K–$50K | Feb 16, 2023 | Mar 3, 202315 days later |
TAKJointTakeda Pharmaceutical Company Limited American Depositary S… | Bought | $1K–$15K | Feb 16, 2023 | Mar 3, 202315 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Feb 15, 2023 | Mar 3, 202316 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Feb 15, 2023 | Mar 3, 202316 days later |
TJointAT&T Inc. | Bought | $1K–$15K | Feb 1, 2023 | Mar 3, 202330 days later |
MOJointAltria Group, Inc. | Bought | $1K–$15K | Jan 17, 2023 | Feb 3, 202317 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Jan 4, 2023 | Feb 3, 202330 days later |
HESJointHess Corporation | Sold | $50K–$100K | Dec 30, 2022 | Jan 3, 20234 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Dec 30, 2022 | Jan 3, 20234 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $1K–$15K | Dec 29, 2022 | Jan 3, 20235 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Dec 9, 2022 | Jan 3, 202325 days later |
PFFJointiShares Preferred and Income Securities ETF | Bought | $15K–$50K | Dec 9, 2022 | Jan 3, 202325 days later |
VIASPJointVia Renewables, Inc. 8.75% Series A Fixed-to-Floating Rate … | Bought | $1K–$15K | Dec 9, 2022 | Jan 3, 202325 days later |
PFFJointiShares Preferred and Income Securities ETF | Bought | $1K–$15K | Dec 8, 2022 | Jan 3, 202326 days later |
MOJointAltria Group, Inc. | Bought | $50K–$100K | Dec 6, 2022 | Jan 3, 202328 days later |
MROJointMarathon Oil Corporation | Bought | $1K–$15K | Dec 5, 2022 | Jan 3, 202329 days later |
MROJointMarathon Oil Corporation | Bought | $1K–$15K | Nov 28, 2022 | Dec 6, 20228 days later |
MROJointMarathon Oil Corporation | Bought | $15K–$50K | Nov 21, 2022 | Dec 6, 202215 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | Nov 18, 2022 | Dec 6, 202218 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Nov 15, 2022 | Dec 6, 202221 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Nov 15, 2022 | Dec 6, 202221 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Sold | $50K–$100K | Nov 2, 2022 | Dec 6, 202234 days later |
NUEJointNucor Corporation | Sold | $50K–$100K | Nov 2, 2022 | Dec 6, 202234 days later |
TJointAT&T Inc. | Bought | $1K–$15K | Nov 1, 2022 | Dec 6, 202235 days later |
TAKJointTakeda Pharmaceutical Company Limited American Depositary S… | Bought | $1K–$15K | Nov 1, 2022 | Dec 6, 202235 days later |
MROJointMarathon Oil Corporation | Bought | $1K–$15K | Oct 31, 2022 | Nov 3, 20223 days later |
CPXWFJointCapital Power Corp. Ordinary Shares | Sold | $50K–$100K | Oct 21, 2022 | Nov 3, 202213 days later |
NEEJointNextEra Energy, Inc. | Sold | $100K–$250K | Oct 14, 2022 | Nov 3, 202220 days later |
PGJointProcter & Gamble Company | Sold | $50K–$100K | Oct 7, 2022 | Nov 3, 202227 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Oct 5, 2022 | Nov 3, 202229 days later |
IMKTAJointIngles Markets, Incorporated Class A | Sold | $15K–$50K | Sep 30, 2022 | Oct 12, 202212 days later |
NFGJointNational Fuel Gas Company | Sold | $15K–$50K | Sep 30, 2022 | Oct 12, 202212 days later |
GOGLJointGolden Ocean Group Limited | Sold | $15K–$50K | Sep 29, 2022 | Oct 12, 202213 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $1K–$15K | Sep 29, 2022 | Oct 12, 202213 days later |
AAJointAlcoa Corporation | Sold | $15K–$50K | Sep 28, 2022 | Oct 12, 202214 days later |
NEWTJointNewtek Business Services Corp. | Sold | $15K–$50K | Sep 27, 2022 | Oct 12, 202215 days later |
SJTJointSan Juan Basin Royalty Trust | Sold | $15K–$50K | Sep 26, 2022 | Oct 12, 202216 days later |
Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A)Joint | Bought | $1K–$15K | Sep 23, 2022 | Oct 12, 202219 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $1K–$15K | Sep 23, 2022 | Oct 12, 202219 days later |
NEWTJointNewtek Business Services Corp. | Bought | $1K–$15K | Sep 20, 2022 | Oct 12, 202222 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $1K–$15K | Sep 19, 2022 | Oct 12, 202223 days later |
Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A)Joint | Bought | $1K–$15K | Sep 16, 2022 | Oct 12, 202226 days later |
CFJointCF Industries Holdings, Inc. | Bought | $1K–$15K | Sep 16, 2022 | Oct 12, 202226 days later |
USDPJointUSD Partners LP Common Units representing limited partner i… | Bought | $1K–$15K | Sep 16, 2022 | Oct 12, 202226 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Sep 15, 2022 | Oct 12, 202227 days later |
NUEJointNucor Corporation | Bought | $50K–$100K | Sep 14, 2022 | Oct 12, 202228 days later |
CFJointCF Industries Holdings, Inc. | Bought | $1K–$15K | Sep 12, 2022 | Oct 12, 202230 days later |
CFJointCF Industries Holdings, Inc. | Bought | $1K–$15K | Sep 7, 2022 | Oct 12, 202235 days later |
NFGJointNational Fuel Gas Company | Bought | $1K–$15K | Sep 7, 2022 | Oct 12, 202235 days later |
NEWTJointNewtek Business Services Corp. | Bought | $1K–$15K | Sep 6, 2022 | Oct 12, 202236 days later |
AAJointAlcoa Corporation | Bought | $1K–$15K | Sep 1, 2022 | Oct 12, 202241 days later |
CFJointCF Industries Holdings, Inc. | Bought | $15K–$50K | Sep 1, 2022 | Oct 12, 202241 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $1K–$15K | Sep 1, 2022 | Oct 12, 202241 days later |
NHIJointNational Health Investors, Inc. | Sold | $50K–$100K | Sep 1, 2022 | Oct 12, 202241 days later |
NEWTJointNewtek Business Services Corp. | Bought | $1K–$15K | Sep 1, 2022 | Oct 12, 202241 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Sep 1, 2022 | Oct 12, 202241 days later |
AAJointAlcoa Corporation | Bought | $1K–$15K | Aug 31, 2022 | Sep 8, 20228 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 31, 2022 | Sep 8, 20228 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Aug 31, 2022 | Sep 8, 20228 days later |
AAJointAlcoa Corporation | Bought | $1K–$15K | Aug 30, 2022 | Sep 8, 20229 days later |
GOGLJointGolden Ocean Group Limited | Bought | $15K–$50K | Aug 30, 2022 | Sep 8, 20229 days later |
IMKTAJointIngles Markets, Incorporated Class A | Bought | $50K–$100K | Aug 30, 2022 | Sep 8, 20229 days later |
USDPJointUSD Partners LP Common Units representing limited partner i… | Bought | $1K–$15K | Aug 30, 2022 | Sep 8, 20229 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Aug 30, 2022 | Sep 8, 20229 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Aug 29, 2022 | Sep 8, 202210 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 29, 2022 | Sep 8, 202210 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Aug 26, 2022 | Sep 8, 202213 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Aug 26, 2022 | Sep 8, 202213 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $1K–$15K | Aug 26, 2022 | Sep 8, 202213 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 26, 2022 | Sep 8, 202213 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Aug 26, 2022 | Sep 8, 202213 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 25, 2022 | Sep 8, 202214 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Aug 24, 2022 | Sep 8, 202215 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 24, 2022 | Sep 8, 202215 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | Aug 24, 2022 | Sep 8, 202215 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Aug 24, 2022 | Sep 8, 202215 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $1K–$15K | Aug 23, 2022 | Sep 8, 202216 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $1K–$15K | Aug 23, 2022 | Sep 8, 202216 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 23, 2022 | Sep 8, 202216 days later |
AAJointAlcoa Corporation | Bought | $1K–$15K | Aug 22, 2022 | Sep 8, 202217 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Aug 22, 2022 | Sep 8, 202217 days later |
KJointKellogg Company | Bought | $1K–$15K | Aug 22, 2022 | Sep 8, 202217 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Aug 22, 2022 | Sep 8, 202217 days later |
AAJointAlcoa Corporation | Bought | $1K–$15K | Aug 19, 2022 | Sep 8, 202220 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)Joint | Bought | $1K–$15K | Aug 19, 2022 | Sep 8, 202220 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Aug 19, 2022 | Sep 8, 202220 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 19, 2022 | Sep 8, 202220 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Aug 18, 2022 | Sep 8, 202221 days later |
GOGLJointGolden Ocean Group Limited | Bought | $1K–$15K | Aug 17, 2022 | Sep 8, 202222 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Aug 17, 2022 | Sep 8, 202222 days later |
GSKJointGSK plc American Depositary Shares | Bought | $1K–$15K | Aug 16, 2022 | Sep 8, 202223 days later |
SJTJointSan Juan Basin Royalty Trust | Bought | $1K–$15K | Aug 11, 2022 | Sep 8, 202228 days later |
GSKJointGSK plc American Depositary Shares | Bought | $15K–$50K | Aug 10, 2022 | Sep 8, 202229 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $1K–$15K | Aug 9, 2022 | Sep 8, 202230 days later |
GSKJointGSK plc American Depositary Shares | Bought | $1K–$15K | Aug 9, 2022 | Sep 8, 202230 days later |
NFGJointNational Fuel Gas Company | Bought | $1K–$15K | Aug 8, 2022 | Sep 8, 202231 days later |
GSKJointGSK plc American Depositary Shares | Bought | $15K–$50K | Aug 5, 2022 | Sep 8, 202234 days later |
MOSJointMosaic Company | Bought | $15K–$50K | Aug 5, 2022 | Sep 8, 202234 days later |
VGRJointVector Group Ltd. | Bought | $15K–$50K | Aug 5, 2022 | Sep 8, 202234 days later |
AAJointAlcoa Corporation | Bought | $1K–$15K | Aug 4, 2022 | Sep 8, 202235 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $15K–$50K | Aug 4, 2022 | Sep 8, 202235 days later |
HESJointHess Corporation | Bought | $1K–$15K | Aug 4, 2022 | Sep 8, 202235 days later |
MOSJointMosaic Company | Bought | $1K–$15K | Aug 4, 2022 | Sep 8, 202235 days later |
VGRJointVector Group Ltd. | Bought | $1K–$15K | Aug 4, 2022 | Sep 8, 202235 days later |
HESJointHess Corporation | Bought | $15K–$50K | Aug 3, 2022 | Sep 8, 202236 days later |
NFGJointNational Fuel Gas Company | Bought | $1K–$15K | Aug 3, 2022 | Sep 8, 202236 days later |
AAJointAlcoa Corporation | Bought | $1K–$15K | Aug 2, 2022 | Sep 8, 202237 days later |
KNOPJointKNOT Offshore Partners LP Common Units representing Limited… | Sold | $50K–$100K | Aug 2, 2022 | Sep 8, 202237 days later |
NFGJointNational Fuel Gas Company | Bought | $15K–$50K | Aug 2, 2022 | Sep 8, 202237 days later |
FLNGJointFLEX LNG Ltd. Ordinary Shares | Bought | $15K–$50K | Aug 1, 2022 | Sep 8, 202238 days later |
KMIJointKinder Morgan, Inc. | Sold | $50K–$100K | Aug 1, 2022 | Sep 8, 202238 days later |
MOSJointMosaic Company | Bought | $1K–$15K | Aug 1, 2022 | Sep 8, 202238 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $1K–$15K | Jul 29, 2022 | Aug 5, 20227 days later |
MOSJointMosaic Company | Bought | $1K–$15K | Jul 29, 2022 | Aug 5, 20227 days later |
PGJointProcter & Gamble Company | Bought | $15K–$50K | Jul 29, 2022 | Aug 5, 20227 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $1K–$15K | Jul 28, 2022 | Aug 5, 20228 days later |
MOSJointMosaic Company | Bought | $1K–$15K | Jul 28, 2022 | Aug 5, 20228 days later |
ARLPJointAlliance Resource Partners, L.P. Common Units Representing … | Bought | $15K–$50K | Jul 22, 2022 | Aug 5, 202214 days later |
KJointKellogg Company | Bought | $15K–$50K | Jul 21, 2022 | Aug 5, 202215 days later |
PGJointProcter & Gamble Company | Bought | $50K–$100K | Jul 20, 2022 | Aug 5, 202216 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $1K–$15K | Jul 14, 2022 | Aug 5, 202222 days later |
PBAJointPembina Pipeline Corp. Ordinary Shares | Bought | $15K–$50K | Jul 14, 2022 | Aug 5, 202222 days later |
UVVJointUniversal Corporation | Sold | $15K–$50K | Jul 14, 2022 | Aug 5, 202222 days later |
THE TORONTO-DO 3.766% CDOtherJoint | Bought | $100K–$250K | Jul 13, 2022 | Aug 5, 202223 days later |
GSKJointGSK plc American Depositary Shares | Sold part | $100K–$250K | Jul 12, 2022 | Aug 5, 202224 days later |
GSKJointGSK plc American Depositary Shares | Bought | $1K–$15K | Jul 6, 2022 | Aug 5, 202230 days later |
MMPJointMagellan Midstream Partners L.P. Limited Partnership | Sold | $50K–$100K | Jul 5, 2022 | Aug 5, 202231 days later |
UVVJointUniversal Corporation | Bought | $50K–$100K | Jul 5, 2022 | Aug 5, 202231 days later |
VIASPJointVia Renewables, Inc. 8.75% Series A Fixed-to-Floating Rate … | Bought | $1K–$15K | Jul 5, 2022 | Aug 5, 202231 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $1K–$15K | Jun 30, 2022 | Jul 5, 20225 days later |
MOJointAltria Group, Inc. | Sold | $100K–$250K | Jun 29, 2022 | Jul 5, 20226 days later |
NHIJointNational Health Investors, Inc. | Bought | $15K–$50K | Jun 28, 2022 | Jul 5, 20227 days later |
EPDJointEnterprise Products Partners L.P. | Sold | $100K–$250K | Jun 23, 2022 | Jul 5, 202212 days later |
XOMJointExxon Mobil Corporation | Sold | $100K–$250K | Jun 23, 2022 | Jul 5, 202212 days later |
PAAJointPlains All American Pipeline, L.P. Common Units representin… | Sold | $100K–$250K | Jun 23, 2022 | Jul 5, 202212 days later |
CWEN.AJointClearway Energy, Inc. Class A | Sold | $1K–$15K | Jun 22, 2022 | Jul 5, 202213 days later |
MFCJointManulife Financial Corporation | Sold | $100K–$250K | Jun 22, 2022 | Jul 5, 202213 days later |
SCHWAB S&P 500 INDEX - SWPPXOtherJoint | Sold | $100K–$250K | Jun 22, 2022 | Jul 5, 202213 days later |
UBS BANK USA 3.2%24CDOtherJoint | Bought | $50K–$100K | Jun 22, 2022 | Jul 5, 202213 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $1K–$15K | Jun 17, 2022 | Jul 5, 202218 days later |
RIOJointRio Tinto Plc | Sold | $50K–$100K | Jun 17, 2022 | Jul 5, 202218 days later |
CWEN.AJointClearway Energy, Inc. Class A | Bought | $1K–$15K | Jun 16, 2022 | Jul 5, 202219 days later |
CWEN.AJointClearway Energy, Inc. Class A | Sold | $50K–$100K | Jun 15, 2022 | Jul 5, 202220 days later |
MMPJointMagellan Midstream Partners L.P. Limited Partnership | Bought | $1K–$15K | Jun 15, 2022 | Jul 5, 202220 days later |
TJointAT&T Inc. | Sold | $100K–$250K | Jun 14, 2022 | Jul 5, 202221 days later |
Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A)Joint | Bought | $1K–$15K | Jun 13, 2022 | Jul 5, 202222 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $1K–$15K | Jun 13, 2022 | Jul 5, 202222 days later |
XOMJointExxon Mobil Corporation | Bought | $1K–$15K | Jun 13, 2022 | Jul 5, 202222 days later |
GPPJointGreen Plains Partners LP Common Units | Sold | $15K–$50K | Jun 13, 2022 | Jul 5, 202222 days later |
KNOPJointKNOT Offshore Partners LP Common Units representing Limited… | Bought | $1K–$15K | Jun 10, 2022 | Jul 5, 202225 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | Jun 10, 2022 | Jul 5, 202225 days later |
CAPITAL ONE BANK (U 3%25CD)OtherJoint | Bought | $50K–$100K | Jun 3, 2022 | Jul 5, 202232 days later |
TTEJointTotalEnergies SE | Sold | $50K–$100K | Jun 3, 2022 | Jul 5, 202232 days later |
USDPJointUSD Partners LP Common Units representing limited partner i… | Bought | $15K–$50K | Jun 3, 2022 | Jul 5, 202232 days later |
ADMJointArcher-Daniels-Midland Company | Sold | $100K–$250K | May 19, 2022 | Jun 4, 202216 days later |
HTGCJointHercules Capital, Inc. | Sold | $50K–$100K | May 19, 2022 | Jun 4, 202216 days later |
SIREChildSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | May 19, 2022 | Jun 4, 202216 days later |
OXBRJointOxbridge Re Holdings Limited | Sold | $1K–$15K | May 18, 2022 | Jun 4, 202217 days later |
KMIJointKinder Morgan, Inc. | Bought | $1K–$15K | May 17, 2022 | Jun 4, 202218 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | May 17, 2022 | Jun 4, 202218 days later |
WBDJointWarner Bros. Discovery, Inc. Series A | Sold | $15K–$50K | May 17, 2022 | Jun 4, 202218 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $1K–$15K | May 16, 2022 | Jun 4, 202219 days later |
MMPJointMagellan Midstream Partners L.P. Limited Partnership | Bought | $1K–$15K | May 16, 2022 | Jun 4, 202219 days later |
PAAJointPlains All American Pipeline, L.P. Common Units representin… | Bought | $1K–$15K | May 16, 2022 | Jun 4, 202219 days later |
EPDJointEnterprise Products Partners L.P. | Bought | $1K–$15K | May 13, 2022 | Jun 4, 202222 days later |
KNOPJointKNOT Offshore Partners LP Common Units representing Limited… | Bought | $1K–$15K | May 13, 2022 | Jun 4, 202222 days later |
ORIJointOld Republic International Corporation | Sold | $15K–$50K | May 12, 2022 | Jun 4, 202223 days later |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | May 9, 2022 | Jun 4, 202226 days later |
USDPJointUSD Partners LP Common Units representing limited partner i… | Bought | $1K–$15K | May 9, 2022 | Jun 4, 202226 days later |
AT&T INC 5% PFDPFD SER ABondJoint | Bought | $1K–$15K | May 6, 2022 | Jun 4, 202229 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | May 6, 2022 | Jun 4, 202229 days later |
TJointAT&T Inc. | Bought | $1K–$15K | May 3, 2022 | Jun 4, 202232 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | May 3, 2022 | Jun 4, 202232 days later |
MOJointAltria Group, Inc. | Bought | $1K–$15K | May 2, 2022 | Jun 4, 202233 days later |
TTEJointTotalEnergies SE | Bought | $1K–$15K | Apr 29, 2022 | May 4, 20225 days later |
MMPJointMagellan Midstream Partners L.P. Limited Partnership | Bought | $1K–$15K | Apr 28, 2022 | May 4, 20226 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $15K–$50K | Apr 26, 2022 | May 4, 20228 days later |
USDPJointUSD Partners LP Common Units representing limited partner i… | Bought | $1K–$15K | Apr 26, 2022 | May 4, 20228 days later |
NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q)Joint | Bought | $1K–$15K | Apr 25, 2022 | May 4, 20229 days later |
PSXJointPhillips 66 | Sold | $50K–$100K | Apr 25, 2022 | May 4, 20229 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | Apr 25, 2022 | May 4, 20229 days later |
Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A)Joint | Bought | $1K–$15K | Apr 22, 2022 | May 4, 202212 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $15K–$50K | Apr 22, 2022 | May 4, 202212 days later |
KNOPJointKNOT Offshore Partners LP Common Units representing Limited… | Bought | $1K–$15K | Apr 22, 2022 | May 4, 202212 days later |
MMPJointMagellan Midstream Partners L.P. Limited Partnership | Bought | $15K–$50K | Apr 22, 2022 | May 4, 202212 days later |
NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q)Joint | Bought | $1K–$15K | Apr 22, 2022 | May 4, 202212 days later |
USDPJointUSD Partners LP Common Units representing limited partner i… | Bought | $1K–$15K | Apr 22, 2022 | May 4, 202212 days later |
MMPJointMagellan Midstream Partners L.P. Limited Partnership | Bought | $15K–$50K | Apr 21, 2022 | May 4, 202213 days later |
NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q)Joint | Bought | $50K–$100K | Apr 21, 2022 | May 4, 202213 days later |
RIOJointRio Tinto Plc | Bought | $15K–$50K | Apr 21, 2022 | May 4, 202213 days later |
TTEJointTotalEnergies SE | Bought | $1K–$15K | Apr 21, 2022 | May 4, 202213 days later |
RIOJointRio Tinto Plc | Bought | $15K–$50K | Apr 20, 2022 | May 4, 202214 days later |
Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A)Joint | Bought | $1K–$15K | Apr 19, 2022 | May 4, 202215 days later |
SCHHJointSchwab U.S. REIT ETF | Sold | $50K–$100K | Apr 19, 2022 | May 4, 202215 days later |
NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q)Joint | Bought | $15K–$50K | Apr 18, 2022 | May 4, 202216 days later |
AT&T INC 5% PFDPFD SER A (T+A)BondJoint | Bought | $1K–$15K | Apr 11, 2022 | May 4, 202223 days later |
GPPJointGreen Plains Partners LP Common Units | Bought | $15K–$50K | Apr 11, 2022 | May 4, 202223 days later |
KNOPJointKNOT Offshore Partners LP Common Units representing Limited… | Bought | $15K–$50K | Apr 11, 2022 | May 4, 202223 days later |
RIOJointRio Tinto Plc | Bought | $15K–$50K | Apr 11, 2022 | May 4, 202223 days later |
AT&T INC 5% PFDPFD SER A (T+A)BondJoint | Bought | $15K–$50K | Apr 8, 2022 | May 4, 202226 days later |
AVGOJointBroadcom Inc. | Sold | $15K–$50K | Apr 8, 2022 | May 4, 202226 days later |
GSKJointGlaxoSmithKline PLC | Bought | $1K–$15K | Apr 8, 2022 | May 4, 202226 days later |
RJointRyder System, Inc. | Sold | $15K–$50K | Apr 8, 2022 | May 4, 202226 days later |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $1K–$15K | Apr 7, 2022 | May 4, 202227 days later |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $1K–$15K | Apr 7, 2022 | May 4, 202227 days later |
TTEChildTotalEnergies SE | Bought | $15K–$50K | Apr 7, 2022 | May 4, 202227 days later |
Arlington Asset Investment Corp 7.00% (AAIC$B)Joint | Bought | $1K–$15K | Apr 6, 2022 | May 4, 202228 days later |
AT&T INC 5% PFDPFD SER A (T+A)BondJoint | Bought | $15K–$50K | Apr 6, 2022 | May 4, 202228 days later |
ORIJointOld Republic International Corporation | Bought | $1K–$15K | Apr 6, 2022 | May 4, 202228 days later |
Arlington Asset Investment Corp 7.00% (AAIC$B)Joint | Bought | $1K–$15K | Apr 1, 2022 | May 4, 202233 days later |
CWEN.AJointClearway Energy, Inc. Class A | Bought | $15K–$50K | Apr 1, 2022 | May 4, 202233 days later |
Arlington Asset Investment Corp 7.00% (AAIC$B)Joint | Bought | $1K–$15K | Mar 31, 2022 | Jan 3, 2023278 days later · late |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $1K–$15K | Mar 31, 2022 | Jan 3, 2023278 days later · late |
SIREJointSisecam Resources LP Common Units representing limited part… | Bought | $15K–$50K | Mar 30, 2022 | Jan 3, 2023279 days later · late |
BTIJointBritish American Tobacco Industries, p.l.c. Common Stock ADR | Bought | $15K–$50K | Mar 29, 2022 | Jan 3, 2023280 days later · late |
CAGJointConAgra Brands, Inc. | Sold | $50K–$100K | Mar 28, 2022 | Jan 3, 2023281 days later · late |
FLOJointFlowers Foods, Inc. | Sold | $50K–$100K | Mar 28, 2022 | Jan 3, 2023281 days later · late |
RJointRyder System, Inc. | Bought | $15K–$50K | Mar 28, 2022 | Jan 3, 2023281 days later · late |
TSNJointTyson Foods, Inc. | Sold | $15K–$50K | Mar 28, 2022 | Jan 3, 2023281 days later · late |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)Joint | Bought | $15K–$50K | Mar 25, 2022 | Jan 3, 2023284 days later · late |
CPXWFJointCapital Power Corp. Ordinary Shares | Bought | $1K–$15K | Mar 24, 2022 | Jan 3, 2023285 days later · late |
CPXWFJointCapital Power Corp. Ordinary Shares | Bought | $15K–$50K | Mar 23, 2022 | Jan 3, 2023286 days later · late |
CWEN.AJointClearway Energy, Inc. Class A | Bought | $50K–$100K | Mar 23, 2022 | Jan 3, 2023286 days later · late |
PMJointPhilip Morris International Inc | Sold | $100K–$250K | Mar 23, 2022 | Jan 3, 2023286 days later · late |
GISJointGeneral Mills, Inc. | Sold | $50K–$100K | Mar 22, 2022 | Jan 3, 2023287 days later · late |
CPXWFJointCapital Power Corp. Ordinary Shares | Bought | $15K–$50K | Mar 21, 2022 | Jan 3, 2023288 days later · late |
PPLJointPPL Corporation | Sold | $100K–$250K | Mar 14, 2022 | Jan 3, 2023295 days later · late |
XOMJointExxon Mobil Corporation | Bought | $1K–$15K | Mar 10, 2022 | Jan 3, 2023299 days later · late |
CPXWFJointCapital Power Corp. Ordinary Shares | Bought | $15K–$50K | Mar 8, 2022 | Jan 3, 2023301 days later · late |
FHLCJointFidelity MSCI Health Care Index ETF | Sold | $15K–$50K | Mar 8, 2022 | Jan 3, 2023301 days later · late |
HCRBJointHartford Core Bond ETF | Sold | $15K–$50K | Mar 8, 2022 | Jan 3, 2023301 days later · late |
HTGCJointHercules Capital, Inc. | Bought | $1K–$15K | Mar 8, 2022 | Jan 3, 2023301 days later · late |
AEGJointAEGON N.V. | Sold | $15K–$50K | Mar 7, 2022 | Jan 3, 2023302 days later · late |
HTGCJointHercules Capital, Inc. | Bought | $15K–$50K | Mar 7, 2022 | Jan 3, 2023302 days later · late |
ORIJointOld Republic International Corporation | Bought | $1K–$15K | Mar 7, 2022 | Jan 3, 2023302 days later · late |
CAGJointConAgra Brands, Inc. | Bought | $1K–$15K | Mar 4, 2022 | Jan 3, 2023305 days later · late |
HTGCJointHercules Capital, Inc. | Bought | $15K–$50K | Mar 4, 2022 | Jan 3, 2023305 days later · late |
ORIJointOld Republic International Corporation | Bought | $15K–$50K | Mar 1, 2022 | Apr 5, 202235 days later |
ORIJointOld Republic International Corporation | Bought | $15K–$50K | Mar 1, 2022 | Jan 3, 2023308 days later · late |
ADMJointArcher-Daniels-Midland Company | Bought | $15K–$50K | Feb 24, 2022 | Mar 7, 202211 days later |
DISCAJointDiscovery, Inc. Series A | Bought | $1K–$15K | Feb 24, 2022 | Mar 7, 202211 days later |
FLOJointFlowers Foods, Inc. (FlO) | Bought | $15K–$50K | Feb 24, 2022 | Mar 7, 202211 days later |
MFCJointManulife Financial Corporation | Bought | $15K–$50K | Feb 24, 2022 | Mar 7, 202211 days later |
MSFTJointMicrosoft Corporation | Sold | $15K–$50K | Feb 24, 2022 | Mar 7, 202211 days later |
GSKJointglaxoSmithKline PlC (gSK) | Bought | $1K–$15K | Feb 22, 2022 | Mar 7, 202213 days later |
AMJointAntero Midstream Corporation | Sold | $50K–$100K | Feb 17, 2022 | Mar 7, 202218 days later |
KMIJointKinder Morgan, Inc. | Bought | $50K–$100K | Feb 17, 2022 | Mar 7, 202218 days later |
OXBRJointOxbridge Re Holdings limited | Bought | $1K–$15K | Feb 16, 2022 | Mar 7, 202219 days later |
AEGJointAEgON N.V. (AEg) | Bought | $15K–$50K | Feb 15, 2022 | Mar 7, 202220 days later |
PSXPJointPhillips 66 Partners lP Common units representing limited p… | Bought | $15K–$50K | Feb 15, 2022 | Mar 7, 202220 days later |
PAAJointPlains All American Pipeline, l.P. Common units representin… | Bought | $1K–$15K | Feb 15, 2022 | Mar 7, 202220 days later |
SCHZJointSchwab uS Aggregate Bond ETF | Sold | $50K–$100K | Feb 15, 2022 | Mar 7, 202220 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DuK$A)Joint | Bought | $15K–$50K | Feb 14, 2022 | Mar 7, 202221 days later |
EPDJointEnterprise Products Partners l.P. | Bought | $1K–$15K | Feb 14, 2022 | Mar 7, 202221 days later |
PPLJointPPl Corporation (PPl) | Bought | $15K–$50K | Feb 14, 2022 | Mar 7, 202221 days later |
Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DuK$A)Joint | Bought | $15K–$50K | Feb 11, 2022 | Mar 7, 202224 days later |
AMJointAntero Midstream Corporation | Bought | $1K–$15K | Feb 10, 2022 | Mar 7, 202225 days later |
GISJointgeneral Mills, Inc. (gIS) | Bought | $50K–$100K | Feb 10, 2022 | Mar 7, 202225 days later |
FLOJointFlowers Foods, Inc. (FlO) | Bought | $15K–$50K | Feb 4, 2022 | Mar 7, 202231 days later |
TSNJointTyson Foods, Inc. | Bought | $15K–$50K | Feb 4, 2022 | Mar 7, 202231 days later |
TJointAT&T Inc. | Bought | $1K–$15K | Feb 2, 2022 | Mar 7, 202233 days later |
PSXPJointPhillips 66 Partners lP Common units representing limited p… | Bought | $15K–$50K | Feb 2, 2022 | Mar 7, 202233 days later |
FSPJointFranklin Street Properties Corp. | Sold | $50K–$100K | Jan 31, 2022 | Feb 4, 20224 days later |
NHIJointNational Health Investors, Inc. | Sold | $50K–$100K | Jan 28, 2022 | Feb 4, 20227 days later |
ILPTJointIndustrial logistics Properties Trust | Sold | $50K–$100K | Jan 27, 2022 | Feb 4, 20228 days later |
TJointAT&T Inc. | Bought | $15K–$50K | Jan 26, 2022 | Feb 4, 20229 days later |
MSIJointMotorola Solutions, Inc. | Sold part | $15K–$50K | Jan 26, 2022 | Feb 4, 20229 days later |
ADMJointArcher-Daniels-Midland Company | Bought | $15K–$50K | Jan 25, 2022 | Feb 4, 202210 days later |
ADMJointArcher-Daniels-Midland Company | Bought | $15K–$50K | Jan 24, 2022 | Feb 4, 202211 days later |
BXMTJointBlackstone Mortgage Trust, Inc. | Sold | $50K–$100K | Jan 24, 2022 | Feb 4, 202211 days later |
CAGJointConAgra Brands, Inc. (CAg) | Bought | $15K–$50K | Jan 24, 2022 | Feb 4, 202211 days later |
EPDJointEnterprise Products Partners l.P. | Bought | $15K–$50K | Jan 24, 2022 | Feb 4, 202211 days later |
PSXPJointPhillips 66 Partners lP Common units representing limited p… | Bought | $15K–$50K | Jan 24, 2022 | Feb 4, 202211 days later |
VIASPJointVia Renewables, Inc. 8.75% Series A Fixed-to-Floating Rate … | Bought | $1K–$15K | Jan 24, 2022 | Feb 4, 202211 days later |
FSPJointFranklin Street Properties Corp. | Bought | $50K–$100K | Jan 21, 2022 | Feb 4, 202214 days later |
NFGJointNational Fuel gas Company (NFg) | Sold | $50K–$100K | Jan 21, 2022 | Feb 4, 202214 days later |
PAAJointPlains All American Pipeline, l.P. Common units representin… | Bought | $15K–$50K | Jan 21, 2022 | Feb 4, 202214 days later |
OLPJointOne liberty Properties, Inc. (OlP) | Sold | $100K–$250K | Jan 20, 2022 | Feb 4, 202215 days later |
BXMTJointBlackstone Mortgage Trust, Inc. | Bought | $1K–$15K | Jan 18, 2022 | Feb 4, 202217 days later |
GSKJointglaxoSmithKline PlC (gSK) | Bought | $1K–$15K | Jan 14, 2022 | Feb 4, 202221 days later |
MOJointAltria group, Inc. | Bought | $1K–$15K | Jan 11, 2022 | Feb 4, 202224 days later |
PMJointPhilip Morris International Inc | Bought | $1K–$15K | Jan 11, 2022 | Feb 4, 202224 days later |
OLPJointOne liberty Properties, Inc. (OlP) | Bought | $1K–$15K | Jan 6, 2022 | Feb 4, 202229 days later |
MSFTJointMicrosoft Corporation | Bought | $15K–$50K | Jan 5, 2022 | Feb 4, 202230 days later |
AVGOJointBroadcom Inc. (AVgO) | Bought | $15K–$50K | Jan 3, 2022 | Feb 4, 202232 days later |
CAGJointConAgra Brands, Inc. (CAg) | Bought | $15K–$50K | Jan 3, 2022 | Feb 4, 202232 days later |
FHLCJointFidelity MSCI Health Care Index ETF (FHlC) | Bought | $15K–$50K | Jan 3, 2022 | Feb 4, 202232 days later |
MSIJointMotorola Solutions, Inc. | Bought | $15K–$50K | Jan 3, 2022 | Feb 4, 202232 days later |
PPLJointPPl Corporation (PPl) | Bought | $1K–$15K | Jan 3, 2022 | Feb 4, 202232 days later |
SCUJointSculptor Capital Management, Inc. Class A (SCu) | Sold | $1K–$15K | Dec 25, 2021 | Jan 5, 202211 days later |
BPJointBP p.l.c. | Sold | $100K–$250K | Dec 23, 2021 | Jan 5, 202213 days later |
BPJointBP p.l.c. | Bought | $1K–$15K | Dec 20, 2021 | Jan 5, 202216 days later |
SCUJointSculptor Capital Management, Inc. Class A (SCu) | Sold | $15K–$50K | Dec 20, 2021 | Jan 5, 202216 days later |
SCHHJointSchwab u.S. REIT ETF | Bought | $50K–$100K | Dec 16, 2021 | Jan 5, 202220 days later |
XOMJointExxon Mobil Corporation | Bought | $1K–$15K | Dec 13, 2021 | Jan 5, 202223 days later |
PBAJointPembina Pipeline Corp. Ordinary Shares | Bought | $1K–$15K | Nov 30, 2021 | Dec 3, 20213 days later |
BXMTJointBlackstone Mortgage Trust, Inc. | Bought | $15K–$50K | Nov 26, 2021 | Dec 3, 20217 days later |
PAAJointPlains All American Pipeline, l.P. Common units representin… | Bought | $15K–$50K | Nov 26, 2021 | Dec 3, 20217 days later |
PMJointPhilip Morris International Inc | Bought | $1K–$15K | Nov 23, 2021 | Dec 3, 202110 days later |
EPDJointEnterprise Products Partners l.P. | Bought | $1K–$15K | Nov 19, 2021 | Dec 3, 202114 days later |
ILPTJointIndustrial logistics Properties Trust | Bought | $1K–$15K | Nov 19, 2021 | Dec 3, 202114 days later |
EPDJointEnterprise Products Partners l.P. | Bought | $1K–$15K | Nov 15, 2021 | Dec 3, 202118 days later |
PAAJointPlains All American Pipeline, l.P. Common units representin… | Bought | $1K–$15K | Nov 15, 2021 | Dec 3, 202118 days later |
AMJointAntero Midstream Corporation | Bought | $1K–$15K | Nov 11, 2021 | Dec 3, 202122 days later |
NHIJointNational Health Investors, Inc. | Bought | $1K–$15K | Nov 8, 2021 | Dec 3, 202125 days later |
TJointAT&T Inc. | Bought | $1K–$15K | Nov 4, 2021 | Dec 3, 202129 days later |
TJointAT&T Inc. | Bought | $1K–$15K | Nov 2, 2021 | Dec 3, 202131 days later |
SCUJointSculptor Capital Management, Inc. Class A (SCu) | Bought | $1K–$15K | Oct 26, 2021 | Nov 2, 20217 days later |
SCUJointSculptor Capital Management, Inc. Class A (SCu) | Bought | $15K–$50K | Oct 25, 2021 | Nov 2, 20218 days later |
MOJointAltria group, Inc. | Bought | $1K–$15K | Oct 13, 2021 | Nov 2, 202120 days later |
GSKJointglaxoSmithKline PlC (gSK) | Bought | $1K–$15K | Oct 8, 2021 | Nov 2, 202125 days later |
VIASPJointVia Renewables, Inc. 8.75% Series A Fixed-to-Floating Rate … | Bought | $1K–$15K | Oct 8, 2021 | Nov 2, 202125 days later |
DUKHJointDuke Energy Corporation 5.125% Junior Subordinated Debentur… | Sold | $50K–$100K | Oct 7, 2021 | Nov 2, 202126 days later |
OLPJointOne liberty Properties, Inc. (OlP) | Bought | $1K–$15K | Oct 7, 2021 | Nov 2, 202126 days later |
PPLJointPPl Corporation (PPl) | Bought | $1K–$15K | Oct 4, 2021 | Nov 2, 202129 days later |
PMJointPhilip Morris International Inc | Bought | $15K–$50K | Sep 28, 2021 | Oct 4, 20216 days later |
BPJointBP p.l.c. | Bought | $1K–$15K | Sep 27, 2021 | Oct 4, 20217 days later |
XOMJointExxon Mobil Corporation | Bought | $1K–$15K | Sep 13, 2021 | Oct 4, 202121 days later |
ILPTJointIndustrial logistics Properties Trust | Bought | $15K–$50K | Sep 10, 2021 | Oct 4, 202124 days later |
NEWTJointNewtek Business Services Corp. | Bought | $1K–$15K | Aug 30, 2021 | Sep 8, 2022374 days later · late |
PAAJointPlains All American Pipeline, l.P. Common units representin… | Bought | $1K–$15K | Aug 16, 2021 | Sep 3, 202118 days later |
EPDJointEnterprise Products Partners l.P. | Bought | $1K–$15K | Aug 13, 2021 | Sep 3, 202121 days later |
AMJointAntero Midstream Corporation | Bought | $1K–$15K | Aug 11, 2021 | Sep 3, 202123 days later |
BXMTJointBlackstone Mortgage Trust, Inc. | Bought | $50K–$100K | Aug 9, 2021 | Sep 3, 202125 days later |
XOMJointExxon Mobil Corporation | Bought | $50K–$100K | Aug 9, 2021 | Sep 3, 202125 days later |
NHIJointNational Health Investors, Inc. | Bought | $1K–$15K | Aug 9, 2021 | Sep 3, 202125 days later |
PBAJointPembina Pipeline Corp. Ordinary Shares | Bought | $15K–$50K | Aug 9, 2021 | Sep 3, 202125 days later |
NHIJointNational Health Investors, Inc. | Bought | $1K–$15K | Aug 6, 2021 | Sep 3, 202128 days later |
TJointAT&T Inc. | Bought | $1K–$15K | Aug 3, 2021 | Sep 3, 202131 days later |
MOJointAltria group, Inc. | Bought | $1K–$15K | Jul 12, 2021 | Aug 2, 202121 days later |
OLPJointOne liberty Properties, Inc. (OlP) | Bought | $1K–$15K | Jul 12, 2021 | Aug 2, 202121 days later |
GSKJointglaxoSmithKline PlC (gSK) | Bought | $1K–$15K | Jul 9, 2021 | Aug 2, 202124 days later |
PPLJointPPl Corporation (PPl) | Bought | $1K–$15K | Jul 1, 2021 | Aug 2, 202132 days later |
BPJointBP p.l.c. | Bought | $1K–$15K | Jun 21, 2021 | Jul 2, 202111 days later |
NHIJointNational Health Investors, Inc. | Bought | $15K–$50K | May 27, 2021 | Jun 3, 20217 days later |
TPCOJointTribune Publishing Company | Sold | $15K–$50K | May 27, 2021 | Jun 3, 20217 days later |
PAAJointPlains All American Pipeline, l.P. Common units representin… | Bought | $1K–$15K | May 17, 2021 | Jun 3, 202117 days later |
AMJointAntero Midstream Corporation | Bought | $1K–$15K | May 13, 2021 | Jun 3, 202121 days later |
EPDJointEnterprise Products Partners l.P. | Bought | $1K–$15K | May 13, 2021 | Jun 3, 202121 days later |
NHIJointNational Health Investors, Inc. | Bought | $15K–$50K | May 12, 2021 | Jun 3, 202122 days later |
TJointAT&T Inc. | Bought | $1K–$15K | May 4, 2021 | Jun 3, 202130 days later |
MOJointAltria group, Inc. | Bought | $1K–$15K | May 3, 2021 | Jun 3, 202131 days later |
Virginia Foxx's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 97% |
| Health Care | 2.1% |
| Energy | 0.7% |
| Utilities | 0.6% |
Portfolio performance: Virginia Foxx vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jan 12, 2018.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +28.3% | +5.1% |
| S&P 500 | +91.4% | +13.8% |
| Nasdaq-100 | +116.8% | +16.7% |
Virginia Foxx's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | 29 | 4 |
HTGCHercules Capital, Inc. (HTgC) | 24 | 3 |
TAT&T Inc. | 26 | 1 |
OLPOne liberty Properties, Inc. (OlP) | 22 | 1 |
EPDEnterprise Products Partners l.P. | 21 | 1 |
PPLPPl Corporation (PPl) | 18 | 2 |
MOAltria group, Inc. | 17 | 3 |
CWEN.AClearway Energy, Inc. Class A | 15 | 4 |
FLNGFLEX LNG Ltd. Ordinary Shares | 17 | 2 |
BPBP p.l.c. | 17 | 1 |
GSKglaxoSmithKline PlC (gSK) | 14 | 2 |
ETEnergy Transfer LP Common Units | 12 | 3 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.