Forum Financial Management’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
16,238
-4,040
| -20% | -$55K | ﹤0.01% | 848 |
|
|
2025
Q1 | $281K | Sell |
20,278
-2
| -0% | -$28 | ﹤0.01% | 627 |
|
|
2024
Q4 | $292K | Buy |
20,280
+5,705
| +39% | +$82K | ﹤0.01% | 633 |
|
|
2024
Q3 | $198K | Buy |
14,575
+2
| +0% | +$27 | ﹤0.01% | 726 |
|
|
2024
Q2 | $235K | Sell |
14,573
-900
| -6% | -$14.5K | ﹤0.01% | 589 |
|
|
2024
Q1 | $273K | Buy |
15,473
+900
| +6% | +$15.9K | ﹤0.01% | 536 |
|
|
2023
Q4 | $198K | Buy |
14,573
+3,980
| +38% | +$54.1K | ﹤0.01% | 651 |
|
|
2023
Q3 | $148K | Buy |
10,593
+200
| +2% | +$2.79K | ﹤0.01% | 608 |
|
|
2023
Q2 | $114K | Hold |
10,393
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $109K | Hold |
10,393
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $97.7K | Hold |
10,393
| – | – | ﹤0.01% | 572 |
|
|
2022
Q3 | $71K | Hold |
10,393
| – | – | ﹤0.01% | 526 |
|
|
2022
Q2 | $62K | Buy |
+10,393
| New | +$62K | ﹤0.01% | 564 |
|