Cerity Partners’s Kimbell Royalty Partners KRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.99M | Buy |
142,300
+300
| +0.2% | +$4.19K | ﹤0.01% | 1218 |
|
2025
Q1 | $1.99M | Sell |
142,000
-300
| -0.2% | -$4.2K | ﹤0.01% | 1126 |
|
2024
Q4 | $2.31M | Buy |
142,300
+124,016
| +678% | +$2.01M | 0.01% | 1042 |
|
2024
Q3 | $294K | Buy |
+18,284
| New | +$294K | ﹤0.01% | 2080 |
|
2024
Q1 | – | Sell |
-51,359
| Closed | -$773K | – | 2321 |
|
2023
Q4 | $773K | Sell |
51,359
-2,650
| -5% | -$39.9K | ﹤0.01% | 1074 |
|
2023
Q3 | $864K | Sell |
54,009
-71,141
| -57% | -$1.14M | ﹤0.01% | 800 |
|
2023
Q2 | $1.84M | Buy |
125,150
+1,650
| +1% | +$24.3K | 0.01% | 743 |
|
2023
Q1 | $1.88M | Sell |
123,500
-2,650
| -2% | -$40.4K | ﹤0.01% | 742 |
|
2022
Q4 | $2.11M | Hold |
126,150
| – | – | 0.01% | 520 |
|
2022
Q3 | $2.14M | Hold |
126,150
| – | – | 0.03% | 362 |
|
2022
Q2 | $1.98M | Buy |
126,150
+2,650
| +2% | +$41.6K | 0.02% | 405 |
|
2022
Q1 | $2.01M | Sell |
123,500
-25,000
| -17% | -$406K | 0.03% | 330 |
|
2021
Q4 | $2.02M | Sell |
148,500
-200
| -0.1% | -$2.73K | 0.03% | 319 |
|
2021
Q3 | $2.1M | Buy |
148,700
+500
| +0.3% | +$7.07K | 0.05% | 256 |
|
2021
Q2 | $1.9M | Hold |
148,200
| – | – | 0.04% | 274 |
|
2021
Q1 | $1.5M | Buy |
148,200
+10,000
| +7% | +$101K | 0.04% | 289 |
|
2020
Q4 | $1.09M | Buy |
138,200
+31,400
| +29% | +$248K | 0.04% | 294 |
|
2020
Q3 | $653K | Buy |
106,800
+11,300
| +12% | +$69.1K | 0.03% | 290 |
|
2020
Q2 | $821K | Buy |
95,500
+45,000
| +89% | +$387K | 0.05% | 227 |
|
2020
Q1 | $294K | Buy |
50,500
+40,000
| +381% | +$233K | 0.02% | 342 |
|
2019
Q4 | $179K | Buy |
+10,500
| New | +$179K | 0.01% | 514 |
|