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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$909K	Buy
2025 Q2	$575K	Buy
2024 Q1	–	Sell
2023 Q4	$348K	Sell
2023 Q3	$338K	Sell
2023 Q2	$525K	Hold
2023 Q1	$540K	Buy