Regent Peak Wealth Advisors’s Permian Resources PR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PR Stock Details PR 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	$170K	Buy
2025 Q1	$178K	Hold
2024 Q4	$185K	Buy
2024 Q3	–	Sell
2024 Q2	$2.07M	Buy
2024 Q1	$227K	Buy
2023 Q4	$174K	Buy