O'Shaughnessy Asset Management’s OR Royalties Inc OR Stock Holding History

O'Shaughnessy Asset Management’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$575K	Buy
2024 Q1	–	Sell
2023 Q4	$348K	Sell
2023 Q3	$338K	Sell
2023 Q2	$525K	Hold
2023 Q1	$540K	Buy