Essex Financial Services’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
$737K Buy
2025
Q1
$586K Sell
2024
Q4
$675K Buy
2024
Q3
$711K Sell
2024
Q2
$676K Sell
2024
Q1
$795K Sell
2023
Q4
$932K Buy
2023
Q3
$1.12M Sell
2023
Q2
$1.42M Sell
2023
Q1
$5.64M Buy
2022
Q4
$5.77M Buy
2022
Q3
$3.74M Sell
2022
Q2
$4.64M Sell
2022
Q1
$3.57M Sell
2021
Q4
$3.05M Buy
2021
Q3
$1.51M Buy
2021
Q2
$1.17M Buy