LGT Financial Advisors’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,560
| Closed | -$354K | – | 851 |
|
|
2024
Q1 | $354K | Hold |
5,560
| – | – | 0.41% | 50 |
|
|
2023
Q4 | $377K | Hold |
5,560
| – | – | 0.46% | 45 |
|
|
2023
Q3 | $366K | Hold |
5,560
| – | – | 0.47% | 43 |
|
|
2023
Q2 | $367K | Hold |
5,560
| – | – | 0.39% | 75 |
|
|
2023
Q1 | $399K | Hold |
5,560
| – | – | 0.74% | 28 |
|
|
2022
Q4 | $475K | Buy |
+5,560
| New | +$475K | 0.56% | 34 |
|