HighTower Advisors’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
$505K Buy
2025
Q1
$287K Sell
2024
Q4
$323K Sell
2024
Q3
$349K Sell
2024
Q2
$336K Buy
2024
Q1
$356K Buy
2023
Q4
$364K Buy
2023
Q3
$547K Buy
2023
Q2
$636K Buy
2023
Q1
$621K Buy
2022
Q4
$570K Buy
2022
Q3
$345K Buy
2022
Q2
$228K Buy
2022
Q1
$148K Buy
2015
Q2
Sell
2015
Q1
$741K Buy