LWMI
STR

Legacy Wealth Management (Idaho)’s Sitio Royalties STR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio STR Stock Details STR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$69.1K Sell
3,760
-1,458
-28% -$26.8K 0.04% 129
2025
Q1 		$104K Sell
5,218
-708
-12% -$14.1K 0.07% 95
2024
Q4 		$117K Sell
5,926
-8,727
-60% -$172K 0.07% 81
2024
Q3 		$347K Buy
+14,653
New +$347K 0.2% 45