Loring Wolcott & Coolidge Fiduciary Advisors’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.8K | Hold |
|
|||||
|
2025
Q1 | $95.2K | Hold |
|
|||||
|
2024
Q4 | $95.2K | Hold |
|
|||||
|
2024
Q3 | $87.4K | Hold |
|
|||||
|
2024
Q2 | $92.5K | Sell |
|
|||||
|
2024
Q1 | $385K | Hold |
|
|||||
|
2023
Q4 | $374K | Hold |
|
|||||
|
2023
Q3 | $352K | Hold |
|
|||||
|
2023
Q2 | $403K | Buy |
|
|||||
|
2023
Q1 | $103K | Hold |
|
|||||
|
2022
Q4 | $123K | Hold |
|
|||||
|
2022
Q3 | $102K | Hold |
|
|||||
|
2022
Q2 | $87K | Hold |
|
|||||
|
2022
Q1 | $83K | Hold |
|
|||||
|
2021
Q4 | $60K | Hold |
|
|||||
|
2021
Q3 | $62K | Hold |
|
|||||
|
2021
Q2 | $58K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $41K | Hold |
|
|||||
|
2020
Q3 | $42K | Hold |
|
|||||
|
2020
Q2 | $40K | Hold |
|
|||||
|
2020
Q1 | $40K | Hold |
|
|||||
|
2019
Q4 | $58K | Hold |
|
|||||
|
2019
Q3 | $62K | Hold |
|
|||||
|
2019
Q2 | $69K | Hold |
|
|||||
|
2019
Q1 | $67K | Hold |
|
|||||
|
2018
Q4 | $54K | Hold |
|
|||||
|
2018
Q3 | $61K | Hold |
|
|||||
|
2018
Q2 | $68K | Hold |
|
|||||
|
2018
Q1 | $63K | Hold |
|
|||||
|
2017
Q4 | $64K | Hold |
|
|||||
|
2017
Q3 | $59K | Hold |
|
|||||
|
2017
Q2 | $58K | Hold |
|
|||||
|
2017
Q1 | $51K | Hold |
|
|||||
|
2016
Q4 | $51K | Hold |
|
|||||
|
2016
Q3 | $53K | Hold |
|
|||||
|
2016
Q2 | $48K | Hold |
|
|||||
|
2016
Q1 | $43K | Hold |
|
|||||
|
2015
Q4 | $38K | Hold |
|
|||||
|
2015
Q3 | $54K | Hold |
|
|||||
|
2015
Q2 | $54K | Hold |
|
|||||
|
2015
Q1 | $57K | Hold |
|
|||||
|
2014
Q4 | $51K | Hold |
|
|||||
|
2014
Q3 | $78K | Hold |
|
|||||
|
2014
Q2 | $87K | Hold |
|
|||||
|
2014
Q1 | $71K | Hold |
|
|||||
|
2013
Q4 | $73K | Hold |
|
|||||
|
2013
Q3 | $73K | Hold |
|
|||||
|
2013
Q2 | $74K | Buy |
|