Prospera Financial Services’s Sabine Royalty Trust SBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4M	Buy	178,301 +19,692	+12%	+$1.4M	0.22%	103
2025 Q4	$10.9M	Buy	158,609 +100,691	+174%	+$7.32M	0.18%	121
2025 Q3	$4.6M	Buy	57,918 +26,859	+86%	+$1.92M	0.08%	267
2025 Q2	$2.07M	Buy	31,059 +1,462	+5%	+$96K	0.04%	458
2025 Q1	$2M	Buy	29,597 +114	+0.4%	+$7.59K	0.05%	390
2024 Q4	$1.91M	Buy	29,483 +964	+3%	+$60.5K	0.04%	377
2024 Q3	$1.76M	Buy	28,519 +3,070	+12%	+$193K	0.05%	360
2024 Q2	$1.65M	Buy	25,449 +318	+1%	+$20.5K	0.05%	381
2024 Q1	$1.6M	Buy	25,131 +5,466	+28%	+$342K	0.05%	382
2023 Q4	$1.33M	Buy	19,665 +60	+0.3%	+$3.79K	0.04%	396
2023 Q3	$1.29M	Buy	19,605 +1,483	+8%	+$97.4K	0.05%	370
2023 Q2	$1.2M	Buy	18,122 +1,779	+11%	+$127K	0.05%	369
2023 Q1	$1.17M	Buy	16,343 +2,365	+17%	+$186K	0.05%	377
2022 Q4	$1.19M	Hold	13,978	–	–	0.06%	317
2022 Q3	$994K	Buy	+13,978	New	+$989K	0.05%	365
2022 Q2	–	Sell	-13,708	Closed	-$792K	–	2423
2022 Q1	$792K	Hold	13,708	–	–	0.03%	479
2021 Q4	$571K	Hold	13,708	–	–	0.02%	534
2021 Q3	$587K	Hold	13,708	–	–	0.03%	488
2021 Q2	$553K	Hold	13,708	–	–	0.03%	502
2021 Q1	$416K	Hold	13,708	–	–	0.02%	541
2020 Q4	$387K	Buy	+13,708	New	+$400K	0.03%	471