Lido Advisors’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 | $1.47M | Sell |
117,842
-1,000
| -0.8% | -$12.5K | 0.01% | 633 |
|
|
2025
Q1 | $1.18M | Buy |
118,842
+4,200
| +4% | +$41.7K | 0.01% | 666 |
|
|
2024
Q4 | $1.27M | Buy |
114,642
+60,926
| +113% | +$676K | 0.01% | 616 |
|
|
2024
Q3 | $639K | Buy |
53,716
+26,571
| +98% | +$316K | ﹤0.01% | 790 |
|
|
2024
Q2 | $308K | Buy |
+27,145
| New | +$308K | ﹤0.01% | 995 |
|