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 |
|