SWA
SBR

SFMG Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,500
Closed -$214K 274
2022
Q4
$214K Hold
2,500
0.02% 221
2022
Q3
$208K Buy
+2,500
New +$208K 0.02% 216
2019
Q3
Sell
-4,420
Closed -$204K 161
2019
Q2
$204K Hold
4,420
0.03% 142
2019
Q1
$205K Buy
+4,420
New +$205K 0.03% 137
2018
Q3
Sell
-4,800
Closed -$226K 153
2018
Q2
$226K Buy
+4,800
New +$226K 0.04% 134
2016
Q1
Sell
-7,789
Closed -$205K 115
2015
Q4
$205K Hold
7,789
0.05% 104
2015
Q3
$238K Buy
7,789
+1,000
+15% +$30.6K 0.06% 98
2015
Q2
$256K Sell
6,789
-7,789
-53% -$294K 0.06% 93
2015
Q1
$573K Buy
14,578
+8,789
+152% +$345K 0.05% 89
2014
Q4
$207K Sell
5,789
-2,000
-26% -$71.5K 0.05% 113
2014
Q3
$422K Sell
7,789
-450
-5% -$24.4K 0.13% 46
2014
Q2
$499K Hold
8,239
0.17% 41
2014
Q1
$408K Hold
8,239
0.14% 43
2013
Q4
$417K Hold
8,239
0.14% 44
2013
Q3
$419K Hold
8,239
0.17% 40
2013
Q2
$426K Buy
+8,239
New +$426K 0.17% 43