Steward Partners Investment Advisory’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $332K | Sell |
24,390
-44
| -0.2% | -$599 | ﹤0.01% | 1507 |
|
2025
Q1 | $338K | Sell |
24,434
-4,957
| -17% | -$68.7K | ﹤0.01% | 1383 |
|
2024
Q4 | $423K | Buy |
29,391
+1,797
| +7% | +$25.8K | ﹤0.01% | 1239 |
|
2024
Q3 | $376K | Buy |
27,594
+18,733
| +211% | +$255K | ﹤0.01% | 1233 |
|
2024
Q2 | $143K | Sell |
8,861
-3,026
| -25% | -$48.9K | ﹤0.01% | 1605 |
|
2024
Q1 | $210K | Sell |
11,887
-6,179
| -34% | -$109K | ﹤0.01% | 1412 |
|
2023
Q4 | $246K | Sell |
18,066
-12,030
| -40% | -$164K | ﹤0.01% | 1302 |
|
2023
Q3 | $420K | Sell |
30,096
-4,955
| -14% | -$69.2K | 0.01% | 981 |
|
2023
Q2 | $384K | Buy |
35,051
+33,823
| +2,754% | +$371K | 0.01% | 1032 |
|
2023
Q1 | $12.9K | Hold |
1,228
| – | – | ﹤0.01% | 2445 |
|
2022
Q4 | $11.5K | Hold |
1,228
| – | – | ﹤0.01% | 2492 |
|
2022
Q3 | $8K | Buy |
+1,228
| New | +$8K | ﹤0.01% | 2621 |
|
2020
Q1 | – | Sell |
-136
| Closed | – | – | 2650 |
|
2019
Q4 | $0 | Sell |
136
-228
| -63% | – | ﹤0.01% | 2706 |
|
2019
Q3 | $1K | Hold |
364
| – | – | ﹤0.01% | 2543 |
|
2019
Q2 | $2K | Buy |
+364
| New | +$2K | ﹤0.01% | 2451 |
|
2018
Q4 | – | Sell |
-364
| Closed | -$8K | – | 1785 |
|
2018
Q3 | $8K | Buy |
+364
| New | +$8K | ﹤0.01% | 1974 |
|