Atria Wealth Solutions’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+3,078
| New | +$205K | ﹤0.01% | 1379 |
|
|
2024
Q1 | – | Sell |
-4,115
| Closed | -$279K | – | 2034 |
|
|
2023
Q4 | $279K | Sell |
4,115
-1,052
| -20% | -$71.4K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $340K | Buy |
5,167
+983
| +23% | +$64.8K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $276K | Buy |
4,184
+431
| +11% | +$28.4K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $270K | Buy |
3,753
+1,215
| +48% | +$87.3K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $217K | Buy |
+2,538
| New | +$217K | ﹤0.01% | 1554 |
|