RSWM
SBR

Robertson Stephens Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

Robertson Stephens Wealth Management’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$704K Hold
10,600
– – 0.02% 311
2025
Q1 		$715K Buy
10,600
+100
+1% +$6.75K 0.02% 304
2024
Q4 		$681K Hold
10,500
– – 0.02% 311
2024
Q3 		$647K Hold
10,500
– – 0.02% 353
2024
Q2 		$677K Buy
+10,500
New +$677K 0.03% 279