Clearstead Advisors’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Buy |
889
+718
| +420% | +$9.78K | ﹤0.01% | 1817 |
|
|
2025
Q1 | $2.37K | Buy |
+171
| New | +$2.37K | ﹤0.01% | 1872 |
|
|
2024
Q4 | – | Sell |
-4,710
| Closed | -$64.1K | – | 2169 |
|
|
2024
Q3 | $64.1K | Hold |
4,710
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q2 | $76.1K | Buy |
4,710
+135
| +3% | +$2.18K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $76.7K | Buy |
4,575
+615
| +16% | +$10.3K | ﹤0.01% | 658 |
|
|
2023
Q4 | $53.9K | Sell |
3,960
-2,530
| -39% | -$34.4K | ﹤0.01% | 717 |
|
|
2023
Q3 | $90.6K | Buy |
+6,490
| New | +$90.6K | ﹤0.01% | 752 |
|