NewEdge Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9K | Buy |
3,762
+1,304
| +53% | +$16.2K | ﹤0.01% | 2684 |
|
|
2025
Q1 | $24.4K | Buy |
2,458
+736
| +43% | +$7.29K | ﹤0.01% | 2795 |
|
|
2024
Q4 | $19.1K | Buy |
1,722
+26
| +2% | +$288 | ﹤0.01% | 2822 |
|
|
2024
Q3 | $20.2K | Buy |
1,696
+18
| +1% | +$214 | ﹤0.01% | 2715 |
|
|
2024
Q2 | $18.9K | Buy |
1,678
+22
| +1% | +$248 | ﹤0.01% | 2649 |
|
|
2024
Q1 | $20K | Buy |
1,656
+992
| +149% | +$12K | ﹤0.01% | 2624 |
|
|
2023
Q4 | $9.27K | Buy |
664
+14
| +2% | +$196 | ﹤0.01% | 2887 |
|
|
2023
Q3 | $13.8K | Buy |
650
+9
| +1% | +$191 | ﹤0.01% | 2480 |
|
|
2023
Q2 | $16K | Buy |
641
+321
| +100% | +$8.01K | ﹤0.01% | 2448 |
|
|
2023
Q1 | $7.81K | Buy |
320
+1
| +0.3% | +$24 | ﹤0.01% | 2644 |
|
|
2022
Q4 | $8 | Buy |
+319
| New | +$8 | ﹤0.01% | 3742 |
|
|
2017
Q3 | – | Sell |
-2,400
| Closed | -$21.3K | – | 887 |
|
|
2017
Q2 | $21.3K | Buy |
+2,400
| New | +$21.3K | ﹤0.01% | 726 |
|