Creative Planning’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $984K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $1.13M | Hold |
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|
2022
Q4 | $1.34M | Hold |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $954K | Hold |
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|
2022
Q1 | $905K | Buy |
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|
2021
Q4 | $639K | Sell |
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|
2021
Q3 | $721K | Buy |
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|
2021
Q2 | $639K | Sell |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q4 | $486K | Hold |
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|
2020
Q3 | $502K | Hold |
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|
2020
Q2 | $478K | Sell |
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|
2020
Q1 | $482K | Sell |
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|
2019
Q4 | $783K | Sell |
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|
2019
Q3 | $852K | Buy |
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|
2019
Q2 | $797K | Buy |
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|
2019
Q1 | $721K | Sell |
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|
2018
Q4 | $619K | Sell |
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|
2018
Q3 | $1.83M | Sell |
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|
2018
Q2 | $2.05M | Hold |
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|
2018
Q1 | $1.91M | Buy |
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|
2017
Q4 | $1.93M | Sell |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.67M | Hold |
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|
2017
Q1 | $1.54M | Hold |
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|
2016
Q4 | $1.52M | Hold |
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|
2016
Q3 | $1.59M | Hold |
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|
2016
Q2 | $1.44M | Sell |
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|
2016
Q1 | $1.29M | Buy |
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|
2015
Q4 | $1.13M | Buy |
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|
2015
Q3 | $1.32M | Buy |
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|
2015
Q2 | $1.58M | Buy |
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|
2015
Q1 | $1.6M | Buy |
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|
2014
Q4 | $1.45M | Buy |
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|
2014
Q3 | $692K | Hold |
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|
2014
Q2 | $773K | Buy |
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|
2014
Q1 | $622K | Hold |
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|
2013
Q4 | $635K | Hold |
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|
2013
Q3 | $639K | Hold |
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|
2013
Q2 | $649K | Buy |
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