Steward Partners Investment Advisory’s Permianville Royalty Trust PVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Hold |
6,318
| – | – | ﹤0.01% | 3145 |
|
|
2025
Q1 | $9.89K | Hold |
6,318
| – | – | ﹤0.01% | 3100 |
|
|
2024
Q4 | $8.59K | Sell |
6,318
-6,000
| -49% | -$8.16K | ﹤0.01% | 3164 |
|
|
2024
Q3 | $20K | Buy |
+12,318
| New | +$20K | ﹤0.01% | 2664 |
|
|
2023
Q4 | – | Sell |
-78
| Closed | -$198 | – | 3555 |
|
|
2023
Q3 | $198 | Hold |
78
| – | – | ﹤0.01% | 3293 |
|
|
2023
Q2 | $195 | Hold |
78
| – | – | ﹤0.01% | 3238 |
|
|
2023
Q1 | $186 | Hold |
78
| – | – | ﹤0.01% | 3232 |
|
|
2022
Q4 | $261 | Hold |
78
| – | – | ﹤0.01% | 3244 |
|
|
2022
Q3 | $0 | Hold |
78
| – | – | ﹤0.01% | 3354 |
|
|
2022
Q2 | $0 | Buy |
+78
| New | – | ﹤0.01% | 3344 |
|