Carson Wealth (CWM LLC)’s Sitio Royalties STR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
12,431
+5,727
| +85% | +$105K | ﹤0.01% | 2060 |
|
|
2025
Q1 | $133K | Buy |
6,704
+5,152
| +332% | +$102K | ﹤0.01% | 2187 |
|
|
2024
Q4 | $30K | Buy |
1,552
+587
| +61% | +$11.3K | ﹤0.01% | 3180 |
|
|
2024
Q3 | $20K | Buy |
965
+212
| +28% | +$4.39K | ﹤0.01% | 3367 |
|
|
2024
Q2 | $18K | Buy |
753
+92
| +14% | +$2.2K | ﹤0.01% | 3191 |
|
|
2024
Q1 | $16K | Sell |
661
-219
| -25% | -$5.3K | ﹤0.01% | 3057 |
|
|
2023
Q4 | $21K | Sell |
880
-213
| -19% | -$5.08K | ﹤0.01% | 2754 |
|
|
2023
Q3 | $26K | Buy |
1,093
+61
| +6% | +$1.45K | ﹤0.01% | 2508 |
|
|
2023
Q2 | $27K | Hold |
1,032
| – | – | ﹤0.01% | 2436 |
|
|
2023
Q1 | $23K | Sell |
1,032
-197
| -16% | -$4.39K | ﹤0.01% | 2412 |
|
|
2022
Q4 | $35K | Buy |
1,229
+1,140
| +1,281% | +$32.5K | ﹤0.01% | 1982 |
|
|
2022
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 3530 |
|
|
2022
Q2 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 3402 |
|