PFG Investments’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 | – | Sell |
-14,070
| Closed | -$139K | – | 1109 |
|
|
2025
Q1 | $139K | Hold |
14,070
| – | – | 0.01% | 918 |
|
|
2024
Q4 | $156K | Sell |
14,070
-3,596
| -20% | -$39.8K | 0.01% | 926 |
|
|
2024
Q3 | $210K | Sell |
17,666
-1,000
| -5% | -$11.9K | 0.01% | 878 |
|
|
2024
Q2 | $210K | Buy |
18,666
+1,400
| +8% | +$15.8K | 0.02% | 803 |
|
|
2024
Q1 | $209K | Buy |
+17,266
| New | +$209K | 0.01% | 889 |
|