Kingswood Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,118
| Closed | -$218K | – | 780 |
|
|
2025
Q1 | $218K | Sell |
22,118
-12,682
| -36% | -$125K | 0.02% | 657 |
|
|
2024
Q4 | $384K | Sell |
34,800
-17,130
| -33% | -$189K | 0.03% | 525 |
|
|
2024
Q3 | $616K | Sell |
51,930
-3,000
| -5% | -$35.6K | 0.04% | 402 |
|
|
2024
Q2 | $616K | Sell |
54,930
-76
| -0.1% | -$853 | 0.06% | 330 |
|
|
2024
Q1 | $663K | Sell |
55,006
-62,493
| -53% | -$754K | 0.08% | 278 |
|
|
2023
Q4 | $1.64M | Sell |
117,499
-24,868
| -17% | -$348K | 0.19% | 126 |
|
|
2023
Q3 | $3.02M | Buy |
+142,367
| New | +$3.02M | 0.52% | 45 |
|