EverSource Wealth Advisors’s Sitio Royalties STR Stock Holding History

EverSource Wealth Advisors’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-602	Closed	-$11.1K	–	4465
2025 Q2	$11.1K	Buy	602 +18	+3%	+$323	﹤0.01%	2742
2025 Q1	$11.6K	Buy	584 +430	+279%	+$8.7K	﹤0.01%	2025
2024 Q4	$2.95K	Sell	154 -35	-19%	-$782	﹤0.01%	2564
2024 Q3	$3.94K	Buy	189 +55	+41%	+$1.25K	﹤0.01%	2321
2024 Q2	$3.26K	Buy	134 +123	+1,118%	+$2.89K	﹤0.01%	2373
2024 Q1	$256	Buy	+11	New	+$248	﹤0.01%	2786
2023 Q1	–	Sell	-108	Closed	-$3.12K	–	2522
2022 Q4	$3.12K	Hold	108	–	–	﹤0.01%	1773
2022 Q3	$2K	Hold	108	–	–	﹤0.01%	1725
2022 Q2	$3K	Sell	108 -1	-0.9%	-$28	﹤0.01%	1434
2022 Q1	$3K	Hold	109	–	–	﹤0.01%	1452
2021 Q4	$2K	Buy	+109	New	+$2.32K	﹤0.01%	1626

Other funds holding STR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's STR Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 602 shares — an estimated $11.1K sold.

EverSource Wealth Advisors first reported a position in STR in Q4 2021 and held it in 11 quarters. The position peaked at $11.6K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

EverSource Wealth Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 602 Sitio Royalties shares in Q3 2025, an estimated $11.1K.
EverSource Wealth Advisors first reported a position in Sitio Royalties in Q4 2021 and held it in 11 quarters.
EverSource Wealth Advisors's Sitio Royalties position peaked at $11.6K in Q1 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.