Lazard Asset Management’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 | $113K | Sell |
9,143
-57,295
| -86% | -$708K | ﹤0.01% | 1845 |
|
|
2025
Q1 | $658K | Buy |
66,438
+10,170
| +18% | +$101K | ﹤0.01% | 1335 |
|
|
2024
Q4 | $623K | Buy |
+56,268
| New | +$623K | ﹤0.01% | 1303 |
|
|
2023
Q4 | – | Sell |
-8,404
| Closed | -$178K | – | 2419 |
|
|
2023
Q3 | $178K | Buy |
8,404
+827
| +11% | +$17.5K | ﹤0.01% | 1427 |
|
|
2023
Q2 | $188K | Hold |
7,577
| – | – | ﹤0.01% | 1366 |
|
|
2023
Q1 | $184K | Hold |
7,577
| – | – | ﹤0.01% | 1335 |
|
|
2022
Q4 | $190K | Hold |
7,577
| – | – | ﹤0.01% | 1306 |
|
|
2022
Q3 | $123K | Buy |
7,577
+3,791
| +100% | +$61.5K | ﹤0.01% | 1399 |
|
|
2022
Q2 | $62K | Buy |
+3,786
| New | +$62K | ﹤0.01% | 1714 |
|