Mark Sheptoff Financial Planning’s Permian Resources PR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.81K	Buy	+500	New	+$6.81K	﹤0.01%	374
2024 Q3	–	Sell	-11,100	Closed	-$179K	–	456
2024 Q2	$179K	Sell	11,100 -500	-4%	-$8.08K	0.1%	98
2024 Q1	$205K	Buy	11,600 +10,800	+1,350%	+$191K	0.11%	94
2023 Q4	$10.9K	Buy	+800	New	+$10.9K	0.01%	280