MWA
STR
Meridian Wealth Advisors’s Sitio Royalties STR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
17,011
-5,699
| -25% | -$105K | 0.05% | 148 |
|
|
2025
Q1 | $451K | Sell |
22,710
-1,699
| -7% | -$33.8K | 0.08% | 117 |
|
|
2024
Q4 | $468K | Sell |
24,409
-798
| -3% | -$15.3K | 0.08% | 122 |
|
|
2024
Q3 | $525K | Sell |
25,207
-25,364
| -50% | -$529K | 0.09% | 115 |
|
|
2024
Q2 | $1.19M | Hold |
50,571
| – | – | 0.21% | 71 |
|
|
2024
Q1 | $1.25M | Hold |
50,571
| – | – | 0.23% | 70 |
|
|
2023
Q4 | $1.19M | Hold |
50,571
| – | – | 0.26% | 70 |
|
|
2023
Q3 | $1.22M | Sell |
50,571
-1,472
| -3% | -$35.6K | 0.31% | 63 |
|
|
2023
Q2 | $1.37M | Hold |
52,043
| – | – | 0.33% | 64 |
|
|
2023
Q1 | $1.18M | Sell |
52,043
-8,320
| -14% | -$188K | 0.29% | 70 |
|
|
2022
Q4 | $1.74M | Buy |
+60,363
| New | +$1.74M | 0.45% | 55 |
|