Cerity Partners’s Kimbell Royalty Partners KRP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.13M	Hold	147,500	–	–	﹤0.01%	1456
2025 Q4	$1.73M	Buy	147,500 +6,000	+4%	+$76.9K	﹤0.01%	1433
2025 Q3	$1.91M	Sell	141,500 -800	-0.6%	-$11.2K	﹤0.01%	1313
2025 Q2	$1.99M	Buy	142,300 +300	+0.2%	+$3.93K	﹤0.01%	1219
2025 Q1	$1.99M	Sell	142,000 -300	-0.2%	-$4.53K	﹤0.01%	1131
2024 Q4	$2.31M	Buy	142,300 +124,016	+678%	+$1.99M	0.01%	1042
2024 Q3	$294K	Buy	+18,284	New	+$294K	﹤0.01%	2080
2024 Q1	–	Sell	-51,359	Closed	-$773K	–	2324
2023 Q4	$773K	Sell	51,359 -2,650	-5%	-$41.5K	﹤0.01%	1079
2023 Q3	$864K	Sell	54,009 -71,141	-57%	-$1.08M	﹤0.01%	803
2023 Q2	$1.84M	Buy	125,150 +1,650	+1%	+$25.5K	0.01%	744
2023 Q1	$1.88M	Sell	123,500 -2,650	-2%	-$41.5K	﹤0.01%	743
2022 Q4	$2.11M	Hold	126,150	–	–	0.01%	521
2022 Q3	$2.14M	Hold	126,150	–	–	0.03%	362
2022 Q2	$1.98M	Buy	126,150 +2,650	+2%	+$46.1K	0.02%	406
2022 Q1	$2.01M	Sell	123,500 -25,000	-17%	-$388K	0.03%	330
2021 Q4	$2.02M	Sell	148,500 -200	-0.1%	-$2.86K	0.03%	319
2021 Q3	$2.1M	Buy	148,700 +500	+0.3%	+$5.96K	0.05%	256
2021 Q2	$1.9M	Hold	148,200	–	–	0.04%	274
2021 Q1	$1.5M	Buy	148,200 +10,000	+7%	+$96.5K	0.04%	289
2020 Q4	$1.09M	Buy	138,200 +31,400	+29%	+$227K	0.04%	294
2020 Q3	$653K	Buy	106,800 +11,300	+12%	+$91.2K	0.03%	290
2020 Q2	$821K	Buy	95,500 +45,000	+89%	+$326K	0.05%	227
2020 Q1	$294K	Buy	50,500 +40,000	+381%	+$482K	0.02%	342
2019 Q4	$179K	Buy	+10,500	New	+$156K	0.01%	514