IFP Advisors’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.1K | Buy |
4,599
+468
| +11% | +$8.08K | ﹤0.01% | 1855 |
|
|
2025
Q4 | $58K | Sell |
4,131
-1,189
| -22% | -$16K | ﹤0.01% | 2108 |
|
|
2025
Q3 | $68.1K | Buy |
5,320
+430
| +9% | +$5.9K | ﹤0.01% | 1914 |
|
|
2025
Q2 | $68.7K | Buy |
4,890
+2,868
| +142% | +$36.9K | ﹤0.01% | 1868 |
|
|
2025
Q1 | $29.6K | Buy |
2,022
+477
| +31% | +$6.83K | ﹤0.01% | 2125 |
|
|
2024
Q4 | $23.9K | Buy |
1,545
+73
| +5% | +$1.06K | ﹤0.01% | 2170 |
|
|
2024
Q3 | $20K | Buy |
1,472
+115
| +8% | +$1.69K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $21.9K | Buy |
1,357
+190
| +16% | +$3.15K | ﹤0.01% | 2039 |
|
|
2024
Q1 | $20.6K | Buy |
1,167
+822
| +238% | +$12.1K | ﹤0.01% | 1954 |
|
|
2023
Q4 | $4.69K | Buy |
345
+1
| +0.3% | +$14 | ﹤0.01% | 2442 |
|
|
2023
Q3 | $4.8K | Sell |
344
-330
| -49% | -$4.15K | ﹤0.01% | 2516 |
|
|
2023
Q2 | $7.39K | Sell |
674
-446
| -40% | -$4.56K | ﹤0.01% | 2396 |
|
|
2023
Q1 | $8.9K | Buy |
1,120
+176
| +19% | +$1.8K | ﹤0.01% | 2336 |
|
|
2022
Q4 | $8K | Hold |
944
| – | – | ﹤0.01% | 3545 |
|
|
2022
Q3 | $16K | Hold |
944
| – | – | ﹤0.01% | 3293 |
|
|
2022
Q2 | $16K | Hold |
944
| – | – | ﹤0.01% | 3044 |
|
|
2022
Q1 | $16K | Buy |
944
+344
| +57% | +$2.71K | ﹤0.01% | 3044 |
|
|
2021
Q4 | $4K | Hold |
600
| – | – | ﹤0.01% | 2591 |
|
|
2021
Q3 | $4K | Hold |
600
| – | – | ﹤0.01% | 2652 |
|
|
2021
Q2 | $4K | Hold |
600
| – | – | ﹤0.01% | 2563 |
|
|
2021
Q1 | $3K | Buy |
600
+400
| +200% | +$1.4K | ﹤0.01% | 2582 |
|
|
2020
Q4 | $0 | Sell |
200
-15,000
| -99% | -$15.5K | ﹤0.01% | 3805 |
|
|
2020
Q3 | $9K | Buy |
+15,200
| New | +$11.7K | ﹤0.01% | 1953 |
|
|
2020
Q2 | – | Sell |
-508
| Closed | -$447 | – | 3508 |
|
|
2020
Q1 | $0 | Buy |
+508
| New | +$1.29K | ﹤0.01% | 3463 |
|
|
2019
Q4 | – | Sell |
-601
| Closed | -$2.2K | – | 3429 |
|
|
2019
Q3 | $3K | Buy |
+601
| New | +$3.22K | ﹤0.01% | 2565 |
|
Other funds holding PR
VPM
VCM
POEH
