Creative Planning’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Buy |
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|
2025
Q1 | $130K | Sell |
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|
2024
Q4 | $146K | Sell |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $175K | Buy |
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|
2024
Q1 | $174K | Sell |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $179K | Hold |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $82K | Hold |
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|
2021
Q2 | $80K | Buy |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $39K | Sell |
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|
2019
Q4 | $59K | Sell |
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|
2019
Q3 | $84K | Buy |
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|
2019
Q2 | $92K | Buy |
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|
2019
Q1 | $107K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $124K | Buy |
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|
2017
Q1 | $48K | Sell |
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|
2016
Q4 | $54K | Sell |
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|
2016
Q3 | $77K | Buy |
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|
2016
Q2 | $80K | Buy |
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|
2016
Q1 | $32K | Sell |
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|
2015
Q4 | $29K | Sell |
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|
2015
Q3 | $65K | Sell |
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|
2015
Q2 | $94K | Buy |
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|
2015
Q1 | $87K | Buy |
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|
2014
Q4 | $78K | Sell |
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|
2014
Q3 | $128K | Buy |
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|
2014
Q2 | $91K | Sell |
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|
2014
Q1 | $170K | Buy |
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|
2013
Q4 | $24K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $17K | Buy |
|