Raymond James Financial’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
$803K Buy
64,466
+38,164
+145% +$476K ﹤0.01% 3696
2025
Q1
$261K Sell
26,302
-29,878
-53% -$296K ﹤0.01% 4251
2024
Q4
$622K Buy
+56,180
New +$622K ﹤0.01% 3749