IFP Advisors’s Sitio Royalties STR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-212
| Closed | -$3.84K | – | 5025 |
|
|
2025
Q3 | $3.84K | Buy |
212
+36
| +20% | +$658 | ﹤0.01% | 3399 |
|
|
2025
Q2 | $3.82K | Buy |
176
+154
| +700% | +$2.76K | ﹤0.01% | 3562 |
|
|
2025
Q1 | $437 | Hold |
22
| – | – | ﹤0.01% | 3492 |
|
|
2024
Q4 | $422 | Buy |
+22
| New | +$491 | ﹤0.01% | 3469 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$2.1K | – | 3532 |
|
|
2023
Q2 | $2.1K | Buy |
80
+24
| +43% | +$614 | ﹤0.01% | 2863 |
|
|
2023
Q1 | $1.69K | Buy |
+56
| New | +$1.39K | ﹤0.01% | 2946 |
|