Kingsview Wealth Management’s Sitio Royalties STR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-22,297
Closed -$428K 1179
2024
Q4
$428K Sell
22,297
-82,446
-79% -$1.58M 0.01% 793
2024
Q3
$2.18M Buy
104,743
+66,475
+174% +$1.39M 0.05% 356
2024
Q2
$904K Buy
+38,268
New +$904K 0.02% 539
2023
Q1
Sell
-10,277
Closed -$296K 943
2022
Q4
$296K Buy
10,277
+665
+7% +$19.2K 0.01% 670
2022
Q3
$213K Sell
9,612
-15,695
-62% -$348K 0.01% 739
2022
Q2
$587K Sell
25,307
-26,530
-51% -$615K 0.03% 502
2022
Q1
$1.4M Buy
+51,837
New +$1.4M 0.06% 308
2021
Q4
Sell
-57,333
Closed -$1.08M 950
2021
Q3
$1.08M Buy
+57,333
New +$1.08M 0.05% 353