Steward Partners Investment Advisory’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $172K | Buy |
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|
2024
Q1 | $99.9K | Buy |
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|
2023
Q4 | $63.1K | Buy |
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|
2023
Q3 | $46.8K | Buy |
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|
2023
Q2 | $38K | Buy |
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|
2023
Q1 | $35.6K | Buy |
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|
2022
Q4 | $19.7K | Buy |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $7K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $14K | Buy |
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