Steward Partners Investment Advisory’s OR Royalties Inc OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.7K | Hold |
2,358
| – | – | ﹤0.01% | 2437 |
|
|
2025
Q4 | $83.5K | Hold |
2,358
| – | – | ﹤0.01% | 2395 |
|
|
2025
Q3 | $94.5K | Sell |
2,358
-266
| -10% | -$8.3K | ﹤0.01% | 2271 |
|
|
2025
Q2 | $67.5K | Sell |
2,624
-58
| -2% | -$1.4K | ﹤0.01% | 2318 |
|
|
2025
Q1 | $56.6K | Buy |
2,682
+1
| +0% | +$19 | ﹤0.01% | 2320 |
|
|
2024
Q4 | $48.5K | Sell |
2,681
-322
| -11% | -$6.26K | ﹤0.01% | 2353 |
|
|
2024
Q3 | $55.6K | Buy |
3,003
+9
| +0.3% | +$156 | ﹤0.01% | 2185 |
|
|
2024
Q2 | $46.6K | Buy |
2,994
+1
| +0% | +$16 | ﹤0.01% | 2143 |
|
|
2024
Q1 | $49.1K | Buy |
2,993
+54
| +2% | +$798 | ﹤0.01% | 2126 |
|
|
2023
Q4 | $42K | Buy |
2,939
+35
| +1% | +$459 | ﹤0.01% | 2072 |
|
|
2023
Q3 | $34.1K | Hold |
2,904
| – | – | ﹤0.01% | 2076 |
|
|
2023
Q2 | $44.6K | Hold |
2,904
| – | – | ﹤0.01% | 1933 |
|
|
2023
Q1 | $45.9K | Sell |
2,904
-465
| -14% | -$6.27K | ﹤0.01% | 1889 |
|
|
2022
Q4 | $40.7K | Sell |
3,369
-552
| -14% | -$6.39K | ﹤0.01% | 1924 |
|
|
2022
Q3 | $40K | Hold |
3,921
| – | – | ﹤0.01% | 1896 |
|
|
2022
Q2 | $40K | Hold |
3,921
| – | – | ﹤0.01% | 1913 |
|
|
2022
Q1 | $52K | Sell |
3,921
-5,201
| -57% | -$64.6K | ﹤0.01% | 1893 |
|
|
2021
Q4 | $112K | Sell |
9,122
-1,854
| -17% | -$22.6K | ﹤0.01% | 1548 |
|
|
2021
Q3 | $123K | Buy |
10,976
+413
| +4% | +$5.17K | ﹤0.01% | 1466 |
|
|
2021
Q2 | $145K | Buy |
10,563
+3,406
| +48% | +$45.5K | ﹤0.01% | 1813 |
|
|
2021
Q1 | $78.9K | Buy |
7,157
+575
| +9% | +$6.56K | ﹤0.01% | 1747 |
|
|
2020
Q4 | $83K | Buy |
6,582
+100
| +2% | +$1.17K | ﹤0.01% | 1441 |
|
|
2020
Q3 | $77K | Buy |
6,482
+1,482
| +30% | +$17.2K | ﹤0.01% | 1318 |
|
|
2020
Q2 | $50K | Buy |
5,000
+2,731
| +120% | +$25.2K | ﹤0.01% | 1414 |
|
|
2020
Q1 | $16K | Buy |
2,269
+955
| +73% | +$8.49K | ﹤0.01% | 1694 |
|
|
2019
Q4 | $12K | Buy |
1,314
+637
| +94% | +$5.81K | ﹤0.01% | 1956 |
|
|
2019
Q3 | $6K | Buy |
677
+77
| +13% | +$904 | ﹤0.01% | 2198 |
|
|
2019
Q2 | $6K | Buy |
+600
| New | +$6.38K | ﹤0.01% | 2166 |
|
Other funds holding OR
EIG
VCM
PMAM
EIM