Creative Planning’s Sitio Royalties STR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
50,687
+5,537
| +12% | +$102K | ﹤0.01% | 1915 |
|
|
2025
Q1 | $897K | Buy |
45,150
+22,632
| +101% | +$450K | ﹤0.01% | 1791 |
|
|
2024
Q4 | $432K | Buy |
22,518
+1,741
| +8% | +$33.4K | ﹤0.01% | 2354 |
|
|
2024
Q3 | $433K | Sell |
20,777
-717
| -3% | -$14.9K | ﹤0.01% | 2231 |
|
|
2024
Q2 | $507K | Buy |
21,494
+7,863
| +58% | +$186K | ﹤0.01% | 1926 |
|
|
2024
Q1 | $337K | Buy |
+13,631
| New | +$337K | ﹤0.01% | 2142 |
|
|
2023
Q2 | – | Sell |
-45
| Closed | -$1.02K | – | 2680 |
|
|
2023
Q1 | $1.02K | Buy |
+45
| New | +$1.02K | ﹤0.01% | 2453 |
|