SWA
SFMG Wealth Advisors’s Texas Pacific Land TPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
283
-25
| -8% | -$26.4K | 0.02% | 212 |
|
|
2025
Q1 | $408K | Sell |
308
-70
| -19% | -$92.7K | 0.03% | 169 |
|
|
2024
Q4 | $418K | Hold |
378
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $334K | Hold |
378
| – | – | 0.03% | 188 |
|
|
2024
Q2 | $278K | Hold |
378
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $219K | Buy |
+378
| New | +$219K | 0.02% | 234 |
|
|
2023
Q4 | – | Sell |
-126
| Closed | -$230K | – | 283 |
|
|
2023
Q3 | $230K | Buy |
+126
| New | +$230K | 0.02% | 210 |
|
|
2023
Q2 | – | Sell |
-266
| Closed | -$452K | – | 269 |
|
|
2023
Q1 | $452K | Hold |
266
| – | – | 0.05% | 140 |
|
|
2022
Q4 | $624K | Hold |
266
| – | – | 0.07% | 116 |
|
|
2022
Q3 | $547K | Hold |
266
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $396K | Hold |
266
| – | – | 0.05% | 145 |
|
|
2022
Q1 | $360K | Hold |
266
| – | – | 0.04% | 182 |
|
|
2021
Q4 | $332K | Hold |
266
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $322K | Hold |
266
| – | – | 0.04% | 181 |
|
|
2021
Q2 | $426K | Hold |
266
| – | – | 0.05% | 165 |
|
|
2021
Q1 | $423K | Sell |
266
-20
| -7% | -$31.8K | 0.05% | 156 |
|
|
2020
Q4 | $208K | Buy |
+286
| New | +$208K | 0.03% | 208 |
|
|
2020
Q1 | – | Sell |
-388
| Closed | -$303K | – | 177 |
|
|
2019
Q4 | $303K | Sell |
388
-154
| -28% | -$120K | 0.04% | 127 |
|
|
2019
Q3 | $352K | Hold |
542
| – | – | 0.05% | 108 |
|
|
2019
Q2 | $402K | Buy |
542
+30
| +6% | +$22.3K | 0.05% | 103 |
|
|
2019
Q1 | $396K | Hold |
512
| – | – | 0.06% | 100 |
|
|
2018
Q4 | $277K | Sell |
512
-164
| -24% | -$88.7K | 0.04% | 110 |
|
|
2018
Q3 | $459K | Buy |
676
+26
| +4% | +$17.7K | 0.07% | 75 |
|
|
2018
Q2 | $452K | Sell |
650
-300
| -32% | -$209K | 0.07% | 76 |
|
|
2018
Q1 | $480K | Hold |
950
| – | – | 0.08% | 74 |
|
|
2017
Q4 | $424K | Hold |
950
| – | – | 0.07% | 80 |
|
|
2017
Q3 | $384K | Hold |
950
| – | – | 0.08% | 82 |
|
|
2017
Q2 | $279K | Hold |
950
| – | – | 0.06% | 97 |
|
|
2017
Q1 | $266K | Buy |
950
+30
| +3% | +$8.4K | 0.05% | 100 |
|
|
2016
Q4 | $273K | Sell |
920
-50
| -5% | -$14.8K | 0.06% | 94 |
|
|
2016
Q3 | $232K | Buy |
+970
| New | +$232K | 0.05% | 95 |
|