Carson Wealth (CWM LLC)’s Sabine Royalty Trust SBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
237
+3
| +1% | +$203 | ﹤0.01% | 4048 |
|
|
2025
Q1 | $16K | Buy |
234
+4
| +2% | +$274 | ﹤0.01% | 3841 |
|
|
2024
Q4 | $15K | Buy |
230
+5
| +2% | +$326 | ﹤0.01% | 3635 |
|
|
2024
Q3 | $14K | Buy |
225
+4
| +2% | +$249 | ﹤0.01% | 3598 |
|
|
2024
Q2 | $14K | Buy |
221
+6
| +3% | +$380 | ﹤0.01% | 3354 |
|
|
2024
Q1 | $14K | Buy |
215
+8
| +4% | +$521 | ﹤0.01% | 3145 |
|
|
2023
Q4 | $14K | Buy |
207
+4
| +2% | +$271 | ﹤0.01% | 3000 |
|
|
2023
Q3 | $13K | Buy |
203
+2
| +1% | +$128 | ﹤0.01% | 3000 |
|
|
2023
Q2 | $13K | Buy |
201
+1
| +0.5% | +$65 | ﹤0.01% | 2931 |
|
|
2023
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 2757 |
|
|
2022
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 2484 |
|
|
2022
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 2481 |
|
|
2022
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 2478 |
|
|
2022
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 2383 |
|
|
2021
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2490 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2021
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2200 |
|