Kingswood Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Kingswood Wealth Advisors’s Portfolio PBT Stock Details PBT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$211K	Buy
2025 Q2	–	Sell
2025 Q1	$218K	Sell
2024 Q4	$384K	Sell
2024 Q3	$616K	Sell
2024 Q2	$616K	Sell
2024 Q1	$663K	Sell
2023 Q4	$1.64M	Sell
2023 Q3	$3.02M	Buy