Steward Partners Investment Advisory’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6K | Hold |
165
| – | – | ﹤0.01% | 3506 |
|
|
2025
Q1 | $4.96K | Hold |
165
| – | – | ﹤0.01% | 3382 |
|
|
2024
Q4 | $5.5K | Hold |
165
| – | – | ﹤0.01% | 3329 |
|
|
2024
Q3 | $4.98K | Hold |
165
| – | – | ﹤0.01% | 3188 |
|
|
2024
Q2 | $5.09K | Hold |
165
| – | – | ﹤0.01% | 3034 |
|
|
2024
Q1 | $5.56K | Hold |
165
| – | – | ﹤0.01% | 3008 |
|
|
2023
Q4 | $5.25K | Hold |
165
| – | – | ﹤0.01% | 2940 |
|
|
2023
Q3 | $4.79K | Buy |
+165
| New | +$4.79K | ﹤0.01% | 2845 |
|
|
2020
Q3 | – | Sell |
-24,000
| Closed | -$307K | – | 2760 |
|
|
2020
Q2 | $307K | Buy |
+24,000
| New | +$307K | 0.01% | 751 |
|