Carson Wealth (CWM LLC)’s Sitio Royalties STR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $228K | Buy |
|
|||||
|
2025
Q1 | $133K | Buy |
|
|||||
|
2024
Q4 | $30K | Buy |
|
|||||
|
2024
Q3 | $20K | Buy |
|
|||||
|
2024
Q2 | $18K | Buy |
|
|||||
|
2024
Q1 | $16K | Sell |
|
|||||
|
2023
Q4 | $21K | Sell |
|
|||||
|
2023
Q3 | $26K | Buy |
|
|||||
|
2023
Q2 | $27K | Hold |
|
|||||
|
2023
Q1 | $23K | Sell |
|
|||||
|
2022
Q4 | $35K | Buy |
|
|||||
|
2022
Q3 | $2K | Hold |
|
|||||
|
2022
Q2 | $2K | Buy |
|