SWP
SBR
Significant Wealth Partners’s Sabine Royalty Trust SBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $315K | Sell |
4,739
-470
| -9% | -$31.2K | 0.15% | 65 |
|
2025
Q1 | $351K | Buy |
5,209
+760
| +17% | +$51.3K | 0.18% | 48 |
|
2024
Q4 | $288K | Buy |
+4,449
| New | +$288K | 0.15% | 50 |
|
2024
Q2 | – | Sell |
-35,934
| Closed | -$2.27M | – | 137 |
|
2024
Q1 | $2.27M | Sell |
35,934
-3,156
| -8% | -$199K | 1.49% | 23 |
|
2023
Q4 | $2.65M | Buy |
+39,090
| New | +$2.65M | 1.93% | 13 |
|