Steward Partners Investment Advisory’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Hold |
200
| – | – | ﹤0.01% | 3082 |
|
|
2025
Q1 | $13.5K | Sell |
200
-430
| -68% | -$29.1K | ﹤0.01% | 2965 |
|
|
2024
Q4 | $40.8K | Hold |
630
| – | – | ﹤0.01% | 2441 |
|
|
2024
Q3 | $38.9K | Hold |
630
| – | – | ﹤0.01% | 2361 |
|
|
2024
Q2 | $40.8K | Hold |
630
| – | – | ﹤0.01% | 2201 |
|
|
2024
Q1 | $40.1K | Buy |
630
+200
| +47% | +$12.7K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $29.2K | Hold |
430
| – | – | ﹤0.01% | 2214 |
|
|
2023
Q3 | $28.3K | Buy |
+430
| New | +$28.3K | ﹤0.01% | 2153 |
|
|
2021
Q2 | – | Sell |
-290
| Closed | -$8.8K | – | 7353 |
|
|
2021
Q1 | $8.8K | Buy |
+290
| New | +$8.8K | ﹤0.01% | 2829 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$22K | – | 2315 |
|
|
2017
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 1085 |
|
|
2017
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 940 |
|
|
2017
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 883 |
|
|
2017
Q1 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 802 |
|