Meridian Wealth Advisors’s Kimbell Royalty Partners KRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Sell |
25,400
-1,000
| -4% | -$14K | 0.06% | 141 |
|
2025
Q1 | $370K | Sell |
26,400
-3,950
| -13% | -$55.3K | 0.06% | 131 |
|
2024
Q4 | $493K | Sell |
30,350
-1,000
| -3% | -$16.2K | 0.08% | 118 |
|
2024
Q3 | $504K | Sell |
31,350
-700
| -2% | -$11.3K | 0.08% | 117 |
|
2024
Q2 | $524K | Hold |
32,050
| – | – | 0.09% | 108 |
|
2024
Q1 | $497K | Buy |
32,050
+3,000
| +10% | +$46.6K | 0.09% | 111 |
|
2023
Q4 | $437K | Buy |
29,050
+250
| +0.9% | +$3.76K | 0.1% | 117 |
|
2023
Q3 | $461K | Buy |
+28,800
| New | +$461K | 0.12% | 109 |
|
2023
Q1 | – | Sell |
-111,399
| Closed | -$1.86M | – | 193 |
|
2022
Q4 | $1.86M | Buy |
111,399
+12,120
| +12% | +$202K | 0.48% | 52 |
|
2022
Q3 | $1.69M | Buy |
99,279
+6,325
| +7% | +$107K | 0.47% | 50 |
|
2022
Q2 | $1.46M | Buy |
92,954
+30,329
| +48% | +$476K | 0.39% | 60 |
|
2022
Q1 | $1.02M | Buy |
62,625
+20,475
| +49% | +$333K | 0.24% | 84 |
|
2021
Q4 | $575K | Buy |
42,150
+20,900
| +98% | +$285K | 0.14% | 119 |
|
2021
Q3 | $300K | Buy |
21,250
+500
| +2% | +$7.06K | 0.08% | 157 |
|
2021
Q2 | $267K | Buy |
20,750
+8,500
| +69% | +$109K | 0.08% | 164 |
|
2021
Q1 | $124K | Buy |
12,250
+1,500
| +14% | +$15.2K | 0.04% | 182 |
|
2020
Q4 | $85K | Buy |
+10,750
| New | +$85K | 0.03% | 176 |
|
2020
Q1 | – | Sell |
-12,066
| Closed | -$205K | – | 156 |
|
2019
Q4 | $205K | Sell |
12,066
-8,950
| -43% | -$152K | 0.08% | 152 |
|
2019
Q3 | $309K | Buy |
+21,016
| New | +$309K | 0.13% | 117 |
|
2019
Q2 | – | Hold |
0
| – | -$421K | – | 84 |
|
2019
Q1 | – | Sell |
-19,016
| Closed | -$258K | – | 69 |
|
2018
Q4 | $258K | Buy |
+19,016
| New | +$258K | 0.2% | 100 |
|