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