GWM
STR
Guardian Wealth Management’s Sitio Royalties STR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
271,475
+67,654
| +33% | +$1.24M | 3.32% | 8 |
|
|
2025
Q1 | $4.05M | Buy |
203,821
+75,761
| +59% | +$1.51M | 2.7% | 10 |
|
|
2024
Q4 | $2.46M | Sell |
128,060
-54,869
| -30% | -$1.05M | 1.67% | 20 |
|
|
2024
Q3 | $3.81M | Buy |
182,929
+188
| +0.1% | +$3.92K | 2.69% | 9 |
|
|
2024
Q2 | $4.31M | Buy |
182,741
+4,764
| +3% | +$112K | 3.3% | 9 |
|
|
2024
Q1 | $4.4M | Buy |
177,977
+47,181
| +36% | +$1.17M | 3.39% | 8 |
|
|
2023
Q4 | $3.08M | Buy |
130,796
+724
| +0.6% | +$17K | 2.6% | 9 |
|
|
2023
Q3 | $3.15M | Buy |
130,072
+2,349
| +2% | +$56.9K | 2.95% | 6 |
|
|
2023
Q2 | $3.36M | Buy |
127,723
+9,314
| +8% | +$245K | 3.06% | 5 |
|
|
2023
Q1 | $2.68M | Buy |
118,409
+5,178
| +5% | +$117K | 2.58% | 6 |
|
|
2022
Q4 | $3.27M | Buy |
+113,231
| New | +$3.27M | 3.22% | 4 |
|