LAM
PBT
Lummis Asset Management’s Permian Basin Royalty Trust PBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
1,850
| – | – | 0.02% | 94 |
|
|
2025
Q1 | $18.3K | Hold |
1,850
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $20.4K | Hold |
1,850
| – | – | 0.03% | 73 |
|
|
2024
Q3 | $22K | Hold |
1,850
| – | – | 0.03% | 77 |
|
|
2024
Q2 | $20.8K | Buy |
1,850
+617
| +50% | +$6.92K | 0.03% | 74 |
|
|
2024
Q1 | $14.9K | Hold |
1,233
| – | – | 0.02% | 86 |
|
|
2023
Q4 | $17.3K | Buy |
+1,233
| New | +$17.3K | 0.01% | 108 |
|