Resurgent Financial Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
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2025
Q1 | $198K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $581K | Hold |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $1.02M | Hold |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $1.21M | Hold |
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|
2022
Q3 | $784K | Hold |
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|
2022
Q2 | $794K | Hold |
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|
2022
Q1 | $600K | Hold |
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|
2021
Q4 | $485K | Buy |
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