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

Mark Sheptoff Financial Planning’s Portfolio PR Stock Details PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.4K	Hold
2025 Q2	$6.81K	Buy
2024 Q3	–	Sell
2024 Q2	$179K	Sell
2024 Q1	$205K	Buy
2023 Q4	$10.9K	Buy