Kovitz Investment Group Partners’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Hold |
7,032
| – | – | ﹤0.01% | 996 |
|
|
2025
Q1 | $474K | Hold |
7,032
| – | – | ﹤0.01% | 912 |
|
|
2024
Q4 | $456K | Hold |
7,032
| – | – | ﹤0.01% | 922 |
|
|
2024
Q3 | $433K | Hold |
7,032
| – | – | ﹤0.01% | 776 |
|
|
2024
Q2 | $454K | Hold |
7,032
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $444K | Hold |
7,032
| – | – | 0.01% | 524 |
|
|
2023
Q4 | $476K | Hold |
7,032
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $462K | Hold |
7,032
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $463K | Buy |
+7,032
| New | +$463K | 0.01% | 341 |
|