SWM
Stockman Wealth Management’s Kimbell Royalty Partners KRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
30,000
-1,000
| -3% | -$14K | 0.06% | 116 |
|
|
2025
Q1 | $434K | Hold |
31,000
| – | – | 0.06% | 108 |
|
|
2024
Q4 | $503K | Hold |
31,000
| – | – | 0.08% | 101 |
|
|
2024
Q3 | $499K | Hold |
31,000
| – | – | 0.08% | 108 |
|
|
2024
Q2 | $507K | Hold |
31,000
| – | – | 0.09% | 102 |
|
|
2024
Q1 | $481K | Hold |
31,000
| – | – | 0.08% | 107 |
|
|
2023
Q4 | $467K | Hold |
31,000
| – | – | 0.09% | 102 |
|
|
2023
Q3 | $496K | Sell |
31,000
-1,500
| -5% | -$24K | 0.11% | 100 |
|
|
2023
Q2 | $478K | Sell |
32,500
-4,500
| -12% | -$66.2K | 0.1% | 106 |
|
|
2023
Q1 | $564K | Sell |
37,000
-2,000
| -5% | -$30.5K | 0.13% | 96 |
|
|
2022
Q4 | $651K | Hold |
39,000
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $662K | Hold |
39,000
| – | – | 0.18% | 77 |
|
|
2022
Q2 | $612K | Hold |
39,000
| – | – | 0.16% | 83 |
|
|
2022
Q1 | $634K | Hold |
39,000
| – | – | 0.13% | 93 |
|
|
2021
Q4 | $532K | Buy |
39,000
+11,000
| +39% | +$150K | 0.11% | 113 |
|
|
2021
Q3 | $396K | Buy |
28,000
+11,000
| +65% | +$156K | 0.09% | 132 |
|
|
2021
Q2 | $218K | Buy |
17,000
+5,500
| +48% | +$70.5K | 0.05% | 184 |
|
|
2021
Q1 | $117K | Hold |
11,500
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $91K | Hold |
11,500
| – | – | 0.03% | 191 |
|
|
2020
Q3 | $70K | Hold |
11,500
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $99K | Hold |
11,500
| – | – | 0.04% | 164 |
|
|
2020
Q1 | $67K | Buy |
+11,500
| New | +$67K | 0.03% | 153 |
|