Sowell Financial Services’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,584
| Closed | -$219K | – | 576 |
|
|
2023
Q4 | $219K | Sell |
15,584
-4,193
| -21% | -$58.9K | 0.01% | 521 |
|
|
2023
Q3 | $421K | Buy |
+19,777
| New | +$421K | 0.03% | 425 |
|
|
2022
Q3 | – | Sell |
-210,325
| Closed | -$3.5M | – | 444 |
|
|
2022
Q2 | $3.5M | Buy |
210,325
+55,731
| +36% | +$927K | 0.32% | 71 |
|
|
2022
Q1 | $1.93M | Buy |
+154,594
| New | +$1.93M | 0.34% | 55 |
|