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LGT Financial Advisors’s Dorchester Minerals DMLP Stock Holding History

LGT Financial Advisors’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,500
Closed -$166K – 732
2024
Q3 		$166K Buy
+5,500
New +$169K 0.41% 47

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HKAM
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AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LGT Financial Advisors's DMLP Position: Q4 2024 in Review

LGT Financial Advisors sold out of Dorchester Minerals (DMLP) in Q4 2024, closing a stake of 5,500 shares — an estimated $166K sold.

LGT Financial Advisors first reported a position in DMLP in Q3 2024 and held it in 1 quarter. The position peaked at $166K in Q3 2024. 138 funds tracked by Wall St. Rank hold DMLP as of Q4 2024.

  • LGT Financial Advisors reported no remaining Dorchester Minerals position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 5,500 Dorchester Minerals shares in Q4 2024, an estimated $166K.
  • LGT Financial Advisors first reported a position in Dorchester Minerals in Q3 2024 and held it in 1 quarter.
  • LGT Financial Advisors's Dorchester Minerals position peaked at $166K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.