Beacon Pointe Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
138,593
+84
| +0.1% | +$1.04K | 0.02% | 510 |
|
|
2025
Q1 | $1.37M | Sell |
138,509
-415
| -0.3% | -$4.1K | 0.02% | 558 |
|
|
2024
Q4 | $1.53M | Buy |
138,924
+41,167
| +42% | +$454K | 0.02% | 526 |
|
|
2024
Q3 | $1.16M | Buy |
97,757
+30
| +0% | +$356 | 0.01% | 596 |
|
|
2024
Q2 | $1.1M | Sell |
97,727
-53,025
| -35% | -$595K | 0.01% | 613 |
|
|
2024
Q1 | $1.82M | Buy |
150,752
+3,506
| +2% | +$42.3K | 0.02% | 518 |
|
|
2023
Q4 | $2.06M | Buy |
147,246
+4,023
| +3% | +$56.3K | 0.02% | 473 |
|
|
2023
Q3 | $3.04M | Sell |
143,223
-33,183
| -19% | -$704K | 0.04% | 365 |
|
|
2023
Q2 | $4.4M | Buy |
176,406
+61,260
| +53% | +$1.53M | 0.07% | 229 |
|
|
2023
Q1 | $2.81M | Sell |
115,146
-57,692
| -33% | -$1.41M | 0.05% | 322 |
|
|
2022
Q4 | $4.35M | Buy |
+172,838
| New | +$4.35M | 0.08% | 213 |
|