Cascade Financial Partners’s Texas Pacific Land TPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $528K | Hold |
500
| – | – | 0.06% | 160 |
|
2025
Q1 | $662K | Hold |
500
| – | – | 0.08% | 137 |
|
2024
Q4 | $553K | Hold |
500
| – | – | 0.07% | 134 |
|
2024
Q3 | $546K | Sell |
500
-100
| -17% | -$109K | 0.07% | 135 |
|
2024
Q2 | $441K | Sell |
600
-54
| -8% | -$39.7K | 0.06% | 147 |
|
2024
Q1 | $396K | Buy |
+654
| New | +$396K | 0.06% | 148 |
|