Sound Income Strategies’s Sitio Royalties STR Stock Holding History

Sound Income Strategies’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-102	Closed	-$1.88K	–	1816
2025 Q2	$1.88K	Buy	+102	New	+$1.83K	﹤0.01%	1270
2024 Q1	–	Sell	-140	Closed	-$3.29K	–	1444
2023 Q4	$3.29K	Buy	140 +81	+137%	+$1.88K	﹤0.01%	963
2023 Q3	$1.43K	Hold	59	–	–	﹤0.01%	954
2023 Q2	$1.55K	Buy	+59	New	+$1.51K	﹤0.01%	915

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sound Income Strategies's STR Position: Q3 2025 in Review

Sound Income Strategies sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 102 shares — an estimated $1.88K sold.

Sound Income Strategies first reported a position in STR in Q2 2023 and held it in 4 quarters. The position peaked at $3.29K in Q4 2023. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Sound Income Strategies reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 102 Sitio Royalties shares in Q3 2025, an estimated $1.88K.
Sound Income Strategies first reported a position in Sitio Royalties in Q2 2023 and held it in 4 quarters.
Sound Income Strategies's Sitio Royalties position peaked at $3.29K in Q4 2023.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.