Kestra Private Wealth Services’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
9,057
-114
| -1% | -$3.18K | ﹤0.01% | 1381 |
|
|
2025
Q1 | $276K | Sell |
9,171
-5,983
| -39% | -$180K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $505K | Sell |
15,154
-607
| -4% | -$20.2K | 0.01% | 911 |
|
|
2024
Q3 | $475K | Buy |
15,761
+1,125
| +8% | +$33.9K | 0.01% | 895 |
|
|
2024
Q2 | $452K | Buy |
14,636
+3,926
| +37% | +$121K | 0.01% | 872 |
|
|
2024
Q1 | $361K | Buy |
10,710
+2,011
| +23% | +$67.8K | 0.01% | 937 |
|
|
2023
Q4 | $277K | Sell |
8,699
-675
| -7% | -$21.5K | 0.01% | 987 |
|
|
2023
Q3 | $272K | Buy |
+9,374
| New | +$272K | 0.01% | 905 |
|