Regent Peak Wealth Advisors’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $178K | Hold |
12,858
| – | – | 0.04% | 173 |
|
|
2024
Q4 | $185K | Buy |
+12,858
| New | +$185K | 0.04% | 174 |
|
|
2024
Q3 | – | Sell |
-12,838
| Closed | -$2.07M | – | 184 |
|
|
2024
Q2 | $2.07M | Buy |
12,838
+11
| +0.1% | +$1.78K | 0.47% | 49 |
|
|
2024
Q1 | $227K | Buy |
12,827
+29
| +0.2% | +$512 | 0.06% | 146 |
|
|
2023
Q4 | $174K | Buy |
+12,798
| New | +$174K | 0.05% | 161 |
|