Resurgent Financial Advisors’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 | $249K | Hold |
20,000
| – | – | 0.14% | 165 |
|
|
2025
Q1 | $198K | Hold |
20,000
| – | – | 0.12% | 180 |
|
|
2024
Q4 | $222K | Hold |
20,000
| – | – | 0.13% | 165 |
|
|
2024
Q3 | $238K | Hold |
20,000
| – | – | 0.14% | 157 |
|
|
2024
Q2 | $225K | Sell |
20,000
-28,000
| -58% | -$315K | 0.14% | 160 |
|
|
2024
Q1 | $581K | Hold |
48,000
| – | – | 0.31% | 92 |
|
|
2023
Q4 | $670K | Hold |
48,000
| – | – | 0.41% | 65 |
|
|
2023
Q3 | $1.02M | Hold |
48,000
| – | – | 0.69% | 33 |
|
|
2023
Q2 | $1.2M | Hold |
48,000
| – | – | 0.79% | 30 |
|
|
2023
Q1 | $1.17M | Hold |
48,000
| – | – | 0.78% | 31 |
|
|
2022
Q4 | $1.21M | Hold |
48,000
| – | – | 0.64% | 35 |
|
|
2022
Q3 | $784K | Hold |
48,000
| – | – | 0.52% | 45 |
|
|
2022
Q2 | $794K | Hold |
48,000
| – | – | 0.51% | 49 |
|
|
2022
Q1 | $600K | Hold |
48,000
| – | – | 0.37% | 74 |
|
|
2021
Q4 | $485K | Buy |
+48,000
| New | +$485K | 0.39% | 70 |
|