Covestor’s Sitio Royalties STR Stock Holding History

Covestor’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-127	Closed	-$2K	–	2751
2025 Q2	$2K	Buy	127 +122	+2,440%	+$2.19K	﹤0.01%	1895
2025 Q1	$0	Hold	5	–	–	﹤0.01%	2707
2024 Q4	$0	Hold	5	–	–	﹤0.01%	2717
2024 Q3	$0	Sell	5 -14	-74%	-$317	﹤0.01%	2739
2024 Q2	$0	Sell	19 -15	-44%	-$353	﹤0.01%	2732
2024 Q1	$1K	Buy	34 +28	+467%	+$630	﹤0.01%	2114
2023 Q4	$0	Sell	6 -3	-33%	-$70	﹤0.01%	2695
2023 Q3	$0	Buy	9 +2	+29%	+$51	﹤0.01%	2691
2023 Q2	$0	Sell	7 -10	-59%	-$256	﹤0.01%	2629
2023 Q1	$0	Sell	17 -20	-54%	-$496	﹤0.01%	2565
2022 Q4	$1K	Buy	+37	New	+$1.07K	﹤0.01%	1934

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Covestor's STR Position: Q3 2025 in Review

Covestor sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 127 shares — an estimated $2K sold.

Covestor first reported a position in STR in Q4 2022 and held it in 11 quarters. The position peaked at $2K in Q2 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Covestor reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Covestor sold 127 Sitio Royalties shares in Q3 2025, an estimated $2K.
Covestor first reported a position in Sitio Royalties in Q4 2022 and held it in 11 quarters.
Covestor's Sitio Royalties position peaked at $2K in Q2 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.