Cambridge Investment Research Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
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|
2025
Q1 | $119K | Sell |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $155K | Buy |
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|
2021
Q2 | $137K | Buy |
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|
2021
Q1 | $92K | Buy |
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|
2020
Q4 | $65K | Sell |
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|
2020
Q3 | $49K | Sell |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | $58K | Sell |
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|
2019
Q3 | $83K | Buy |
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|
2019
Q2 | $94K | Sell |
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|
2019
Q1 | $124K | Buy |
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|
2018
Q4 | $84K | Sell |
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|
2018
Q3 | $113K | Sell |
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|
2018
Q2 | $167K | Sell |
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|
2018
Q1 | $178K | Sell |
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|
2017
Q4 | $196K | Buy |
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|
2017
Q3 | $164K | Buy |
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|
2017
Q2 | $154K | Sell |
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|
2017
Q1 | $171K | Buy |
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|
2016
Q4 | $139K | Buy |
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|
2016
Q3 | $121K | Sell |
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|
2016
Q2 | $149K | Sell |
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|
2016
Q1 | $129K | Buy |
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|
2015
Q4 | $106K | Sell |
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|
2015
Q3 | $129K | Sell |
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|
2015
Q2 | $176K | Sell |
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|
2015
Q1 | $184K | Buy |
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|
2014
Q4 | $217K | Sell |
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|
2014
Q3 | $315K | Buy |
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|
2014
Q2 | $198K | Sell |
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|
2014
Q1 | $193K | Sell |
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|
2013
Q4 | $209K | Sell |
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|
2013
Q3 | $256K | Sell |
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|
2013
Q2 | $245K | Buy |
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