Menard Financial Group’s Sitio Royalties STR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,927
| Closed | -$325K | – | 274 |
|
2024
Q4 | $325K | Sell |
16,927
-9,112
| -35% | -$175K | 0.19% | 91 |
|
2024
Q3 | $543K | Hold |
26,039
| – | – | 0.36% | 67 |
|
2024
Q2 | $615K | Buy |
26,039
+1
| +0% | +$24 | 0.44% | 54 |
|
2024
Q1 | $644K | Hold |
26,038
| – | – | 0.54% | 41 |
|
2023
Q4 | $612K | Hold |
26,038
| – | – | 0.76% | 32 |
|
2023
Q3 | $630K | Hold |
26,038
| – | – | 0.91% | 26 |
|
2023
Q2 | $684K | Hold |
26,038
| – | – | 1.41% | 16 |
|
2023
Q1 | $588K | Sell |
26,038
-6,198
| -19% | -$140K | 1.36% | 23 |
|
2022
Q4 | $930K | Buy |
+32,236
| New | +$930K | 2.22% | 11 |
|