Steward Partners Investment Advisory’s Cross Timbers Royalty Trust CRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109 | Hold |
11
| – | – | ﹤0.01% | 4040 |
|
|
2025
Q1 | $145 | Sell |
11
-141
| -93% | -$1.86K | ﹤0.01% | 3934 |
|
|
2024
Q4 | $1.51K | Hold |
152
| – | – | ﹤0.01% | 3696 |
|
|
2024
Q3 | $1.61K | Hold |
152
| – | – | ﹤0.01% | 3467 |
|
|
2024
Q2 | $1.64K | Buy |
152
+11
| +8% | +$119 | ﹤0.01% | 3317 |
|
|
2024
Q1 | $1.84K | Hold |
141
| – | – | ﹤0.01% | 3306 |
|
|
2023
Q4 | $2.48K | Hold |
141
| – | – | ﹤0.01% | 3166 |
|
|
2023
Q3 | $2.75K | Hold |
141
| – | – | ﹤0.01% | 3016 |
|
|
2023
Q2 | $3.11K | Hold |
141
| – | – | ﹤0.01% | 2938 |
|
|
2023
Q1 | $2.64K | Hold |
141
| – | – | ﹤0.01% | 2967 |
|
|
2022
Q4 | $3.59K | Hold |
141
| – | – | ﹤0.01% | 2878 |
|
|
2022
Q3 | $3K | Hold |
141
| – | – | ﹤0.01% | 2919 |
|
|
2022
Q2 | $2K | Buy |
+141
| New | +$2K | ﹤0.01% | 2986 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$5.92K | – | 7145 |
|
|
2021
Q1 | $5.92K | Buy |
+700
| New | +$5.92K | ﹤0.01% | 2969 |
|
|
2020
Q3 | – | Sell |
-21,000
| Closed | -$155K | – | 2754 |
|
|
2020
Q2 | $155K | Buy |
+21,000
| New | +$155K | ﹤0.01% | 963 |
|