Corient Private Wealth’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Hold |
6,883
| – | – | ﹤0.01% | 1832 |
|
|
2025
Q1 | $466K | Hold |
6,883
| – | – | ﹤0.01% | 1629 |
|
|
2024
Q4 | $446K | Hold |
6,883
| – | – | ﹤0.01% | 1686 |
|
|
2024
Q3 | $425K | Hold |
6,883
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q2 | $445K | Hold |
6,883
| – | – | ﹤0.01% | 1704 |
|
|
2024
Q1 | $438K | Sell |
6,883
-11,010
| -62% | -$700K | ﹤0.01% | 1698 |
|
|
2023
Q4 | $1.21M | Buy |
17,893
+33
| +0.2% | +$2.24K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $1.18M | Hold |
17,860
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q2 | $1.18M | Buy |
17,860
+6,850
| +62% | +$452K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $791K | Buy |
+11,010
| New | +$791K | ﹤0.01% | 1179 |
|