Commonwealth Equity Services’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
17,552
-24,847
| -59% | -$638K | ﹤0.01% | 3233 |
|
|
2025
Q1 | $895K | Buy |
42,399
+3,664
| +9% | +$77.3K | ﹤0.01% | 2550 |
|
|
2024
Q4 | $701K | Sell |
38,735
-4,104
| -10% | -$74.3K | ﹤0.01% | 2696 |
|
|
2024
Q3 | $793K | Buy |
42,839
+3,661
| +9% | +$67.8K | ﹤0.01% | 2519 |
|
|
2024
Q2 | $610K | Buy |
39,178
+3,492
| +10% | +$54.4K | ﹤0.01% | 2668 |
|
|
2024
Q1 | $586K | Buy |
35,686
+2,182
| +7% | +$35.8K | ﹤0.01% | 2693 |
|
|
2023
Q4 | $478K | Sell |
33,504
-2,486
| -7% | -$35.5K | ﹤0.01% | 2753 |
|
|
2023
Q3 | $423K | Sell |
35,990
-322,920
| -90% | -$3.8M | ﹤0.01% | 2733 |
|
|
2023
Q2 | $5.52M | Buy |
358,910
+329,113
| +1,105% | +$5.06M | 0.01% | 980 |
|
|
2023
Q1 | $471 | Sell |
29,797
-579
| -2% | -$9 | ﹤0.01% | 2615 |
|
|
2022
Q4 | $366K | Buy |
30,376
+17,821
| +142% | +$215K | ﹤0.01% | 2719 |
|
|
2022
Q3 | $127K | Buy |
12,555
+1,021
| +9% | +$10.3K | ﹤0.01% | 3317 |
|
|
2022
Q2 | $116K | Sell |
11,534
-982
| -8% | -$9.88K | ﹤0.01% | 3341 |
|
|
2022
Q1 | $165K | Buy |
+12,516
| New | +$165K | ﹤0.01% | 3383 |
|