EFS
PBT
Essex Financial Services’s Permian Basin Royalty Trust PBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
59,174
+2
| +0% | +$25 | 0.05% | 329 |
|
|
2025
Q1 | $586K | Sell |
59,172
-1,754
| -3% | -$17.4K | 0.04% | 344 |
|
|
2024
Q4 | $675K | Buy |
60,926
+1
| +0% | +$11 | 0.05% | 316 |
|
|
2024
Q3 | $711K | Sell |
60,925
-1,641
| -3% | -$19.2K | 0.05% | 308 |
|
|
2024
Q2 | $676K | Sell |
62,566
-3,133
| -5% | -$33.8K | 0.05% | 310 |
|
|
2024
Q1 | $795K | Sell |
65,699
-1,093
| -2% | -$13.2K | 0.07% | 238 |
|
|
2023
Q4 | $932K | Buy |
66,792
+13,931
| +26% | +$194K | 0.1% | 203 |
|
|
2023
Q3 | $1.12M | Sell |
52,861
-4,088
| -7% | -$86.9K | 0.13% | 161 |
|
|
2023
Q2 | $1.42M | Sell |
56,949
-174,253
| -75% | -$4.34M | 0.16% | 129 |
|
|
2023
Q1 | $5.64M | Buy |
231,202
+2,122
| +0.9% | +$51.8K | 0.59% | 40 |
|
|
2022
Q4 | $5.77M | Buy |
229,080
+172
| +0.1% | +$4.33K | 0.61% | 37 |
|
|
2022
Q3 | $3.74M | Sell |
228,908
-51,470
| -18% | -$840K | 0.45% | 51 |
|
|
2022
Q2 | $4.64M | Sell |
280,378
-5,164
| -2% | -$85.5K | 0.52% | 49 |
|
|
2022
Q1 | $3.57M | Sell |
285,542
-16,740
| -6% | -$209K | 0.34% | 72 |
|
|
2021
Q4 | $3.05M | Buy |
302,282
+37,903
| +14% | +$383K | 0.3% | 80 |
|
|
2021
Q3 | $1.52M | Buy |
264,379
+56,879
| +27% | +$326K | 0.17% | 134 |
|
|
2021
Q2 | $1.17M | Buy |
+207,500
| New | +$1.17M | 0.17% | 129 |
|